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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.
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- Where are copied clients saved in Lacerte
Where are copied clients saved in Lacerte
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mlogan
Level 1
07-06-2023
05:44 PM
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I need to view a copied client
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George4Tacks
Level 15
07-06-2023
06:09 PM
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You should still see it in the list. The only change would be the client number.
Answers are easy. Questions are hard!
