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Make a Dependent a new Client

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Make a Dependent a new Client

larrygrussell1

When a dependent of a client has to file a return this year for the first time, I'd love a simple button to Make this Dependent a new Client.  And thank you if Lacerte also creates the Family Link.

Thanks for the idea to add a button to convert dependents into new customers. We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >>  Lacerte Idea Exchange
 

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Status: Open for voting
Vote now if this is a good idea
1 Comment
Intuit_Ruben
Moderator
Moderator
Status changed to: Open for voting

Thanks for the idea to add a button to convert dependents into new customers. We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >>  Lacerte Idea Exchange
 

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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