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What is promise date

Rodlemon
Level 1
What is promise date
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4 Comments 4
abctax55
Level 15

Are you asking about the client info screen?

That would be the date YOU promise to the client to have the return done.

HumanKind... Be Both
abctax55
Level 15

From "help"... a very useful tool.

 

   

Enter the date you promised the client that the tax return would be complete.

HumanKind... Be Both
abctax55
Level 15

Susan... have you ever used this?  I don't have a clue as I haven't 🤣  

And I don't promise my clients much of anything; they get the return when I get to it.

HumanKind... Be Both
George4Tacks
Level 15

Probably 10 years ago they abandoned a nice bit of code in Lacerte that let you use that and a couple of items for a sort. Ah, if we could only relive the youth of Lacerte.

For ProConnect it is still there, but it is a useless input area.


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