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With the 7/31 Form 5500 deadline nearing, we've put together a list of resources to help you during this deadline period.
With the 7/31 Form 5500 deadline nearing, we've put together a list of resources to help you during this deadline period.
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- Open Multiple Returns in Same Tax Year
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Open Multiple Returns in Same Tax Year
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Open Multiple Returns in Same Tax Year
Open Multiple Returns in Same Tax Year
Submitted by Coaster on 10-02-2023 12:56 PMIt would be great if Lacerte could allow users to open several returns in the same year. When preparing returns, sometimes a person needs to compare inputs from one return to the other. This helps users to find where somethings gets input and allows for returns that have similar information to be prepared the same way. It would be nice to be able to open up to three or four versions in the same year. (For instance: open client #1, the client you are working on and open client #2, a client to compare inputs.)
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