Set up dependent tax return

[MidTn]

Have an option to set up a new tax return from the dependent screen.  All the necessary information to create a new return is there except assigning a client number.

[lisa2]

I requested this years ago when Lacerte would ask you for your ideas for improvement at the end of each filing season. I agree there should be a "click here: type of mechanism to create the dependent return.

[darrellp]

Lacerte should have a way to open a new client which has previously been a dependent. Why should the user have to input all the relevant data, including (usually) the address, but also the birthday? In any dependent’s screen, this should be a way to create a new client. This would also be useful after a divorce, in which you have the secondary taxpayer in front of you, freshly single. This new client should be created with a click of the mouse.

[Anonymous]

Changing status to "Open for voting". 

[pitstax]

They keep raising their fees but don't do simple things like this...

[DatabaseRobert]

See fundamentally the same issue, here:
  https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/take-the-information-for-a-depende...

Depending on how comfortable you are with external programs, using an ODBC connection will hook you right up.



Robert Kirk
LTUGtools

[Daacpa23]

Great idea on dependent return, like split return for MFS or S Corp to C Corp....

[Anonymous]

This idea is currently under review. Thank you for the votes and comments. 

[jerry]

This was done for TY 2025!