SETTINGS FOR CLIENT LIST

[shellyjchessercpacom]

We want to add a column (custom) for paper filed clients in our software.  

How do we do this?

[George4Tacks]

This is what you can do - Add a column for e-file is either YES or NO. 

https://accountants.intuit.com/support/en-us/help-article/display-preferences/sort-modify-client-lis...

This image may help

[shellyjchessercpacom]

Perfect George.  Thank you!

[DatabaseRobertLTUG]

Lacerte has a FIELD for "efiled returns", stored as two-letter info.  (Such as "US, CA, CO, AZ, NV".)

Sadly, so far as I have been able to find, you CANNOT make any actual USE of that field within Lacerte.  (I only know about it from looking in the database file with an ODBC connection.)

Robert Kirk
LTUGtools