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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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Promise Date field
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Promise Date field
Promise Date field
Submitted by Henne14 on 02-03-2022 10:08 AMWhen working in a 1040 tax return, I noticed that the Promise Date field (Detail/Client Information/Miscellaneous Info) isn't a field that you can list on the dashboard. After calling tech support, I was told it's not an option to be shown on the dashboard at this time. I believe it would be nice to see this date on the dashboard so you can sort and see which clients you have a promise date listed so you can prioritize your returns more efficiently.
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