Is there a way in Lacerte to have the client status (F4) automatically pop up upon closing a return. We have too many people not changing the status

[deena]

If the client status popped up upon closing it would be a reminder to update the status for those preparer who forget and slow down the next step in processing the return

[George4Tacks · Accepted solution]

No.

You could request it as a product improvement. Use Alt + H to go to Help > Lacerte Feedback.