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Tax year 2025 individual e-filing is now open. For resources to help start your tax season check out Hot Topics for ProSeries | Lacerte | ProConnect
Tax year 2025 individual e-filing is now open. For resources to help start your tax season check out Hot Topics for ProSeries | Lacerte | ProConnect
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Custom database report
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nmccaslin
Level 1
yesterday
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In Lacerte, how do I create a report of all client logs, preferably filtering by preparer? I have tried to use the custom reports tab in Database reports but cannot find the client logs in it.
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George4Tacks
Level 15
12 hours ago
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This should get you started. Come back if you have more specific questions.
Answers are easy. Questions are hard!
nmccaslin
Level 1
10 hours ago
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Thank you for answering but as I mentioned in my post I tried that. I was not able to find the client logs on that screen.
