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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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Partial bank info
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stacycpa
Level 2
11-16-2022
07:44 PM
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Is there a way to export the bank name or a partial acct number for our custom made questionnaire? We verify banking info at intake based on prior year, but we’ve been handwriting it and I’d like to get the official data from Lacerte.
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Karl
Level 8
12-14-2022
10:05 PM
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I don't see it in the fields available for Export, so probably not. If you haven't, I would try calling support to ask.
*If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*
