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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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Submitted by juli on 10-25-2022 12:29 PMUntil recent updates, the F3 key allowed you to query on one field (ie 11 for spouse birth month) and then add additional such as 12 (Dec) for birth month. Now it removes the selected items for the first F3 search (in this case the 11s) and only shows the 12s. Also needed for pulling clients with federal & state estimates. It used to be able to be done in one process, now requires multiple.
Also, you used to be able to export without first putting the column criteria in the display client field. Now you have to change your display to show what it is you are looking for.
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