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Adding a cell on interest and dividend screen for last 4 digits of investment account

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Adding a cell on interest and dividend screen for last 4 digits of investment account

Bowie

To help clients gather their source documents we frequently add the last 4 digits of an investment account number to the interest and dividend description.  For instance, Schwab #1234.  These customized entries make our data base table HUGE.  I would like Lacerte to add a separate cell next to the account description that prints on the tax organizer to help clients gather all their source documents.  For instance, I want the account description to just say Schwab and in a cell next to that on the organizer 1234.  Lacerte does have a cell for the account number at the bottom of the dividend and interest screen in the Data Source Section but that doesn't print on the organizer.  

Status: New
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