SUGGESTION: flagging tax returns which may need to be amended

With so many "extenders" being passed in the February 2018 Budget Bill and the fact that many clients have already filed their tax returns -- can Lacerte put a red asterisk or "flag" next to clients who have entries for items that have been extended for 2017, but the software is not ready to be used for such items yet.


You can create Filter but I am not sure it would worth the effort. Not all the extenders have things you can ID. To do this use Filter > Modify Filters > Add > Create a new one "Extenders" Then highlight it and start to add Groups - 5695, Tuition, PMI, etc for what ever you can find a filter for. Attached is what I did for 5695. 

I would probably just make a new Status through Options for "Extender", then you can see that by clicking +Client Status in the Filter on the left and then "extender" and it shows the clients you put the status on 

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George4Tacks , Sometimes Sarcastic Socratic!

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