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    Want to run a report that gives me the clients with Expired Drivers Licenses.

    nancytassoc
    Level 1

    In the Taxpayer Authentication screen there is a place for Expire Date for Drivers License.  I would like to be able to run a report or filter out those clients that will have or have expired licenses.

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    Accepted Solutions
    George4Tacks
    Level 15

    I remember a wonderful line from a movie I saw "It's nice to want things!"

    What you want would be created with a custom filter https://accountants-community.intuit.com/articles/1608555-creating-a-custom-client-filter

    Unfortunately, what you want is not one of things that filters. See image for Expir....


    Answers are easy. Questions are hard!

    View solution in original post

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    4 Comments 4
    George4Tacks
    Level 15

    I remember a wonderful line from a movie I saw "It's nice to want things!"

    What you want would be created with a custom filter https://accountants-community.intuit.com/articles/1608555-creating-a-custom-client-filter

    Unfortunately, what you want is not one of things that filters. See image for Expir....


    Answers are easy. Questions are hard!
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    juli
    Level 3

    Our firm could really use the F3 function to filter on driver's license expiration dates.  We would like to run a report now (in offseason) to be able to contact clients to get DL in now.

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    juli
    Level 3

    Please send in or call with a request for this.  If you already have in the past, do it again!  We need this report!

     

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    kate32
    Level 1

    Go vote for this idea here: https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/search-on-drivers-license-expirati...

    The more attention these get the better. 

    Additional information on submitting product feedback and suggestions can also be found here:
    https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/idb-p/604?src=lsctie