Discussion:Paperless - Routing sheets for Lacerte
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Discussion Forum Index --> Business Growth Community --> Paperless - Routing sheets for Lacerte
| 6 October 2006 | |
| Hi! I am representing our CPA firm in this group. We are new here and wanted to know if anyone had advice on routing sheets. We are almost completely paperless and want to make sure our routing sheets keep us organized when using Lacerte. We want to make sure we don't get lost in the system. Any advice would be appreciated! | |
Joe.davila (talk|edits) said: | 15 November 2006 |
| Lcollier, can you tell me more about routing sheets? What do you mean? | |
| 7 December 2006 | |
| Are these routing sheets electronic within Lacerte?
In the past I have always printed a slip sheet to note open issues or questions about the client. (In Lacerte, a slip sheet is used to divide the different copies of the return ie: preparer copy, client copy.... they have the client name, address & telephone info on them ) | |
| 7 December 2006 | |
| Sorry Joe, a routing sheet is used to log the flow of a tax return or financial statement through the preparation, review and processing of a firm. Each person that works on a return notes the date the procedure was completed and maybe some notes of importance. When final it is a complete map of where and who worked on the documents. | |
| 16 December 2006 | |
| Lark, Can you please send me a copy of your version? I would like to improve mine. Thank You. | |
| 18 December 2006 | |
| DZ, faxed you a sample copy of my Lacerte routing sheet. I use it as a manual tally of open items, dates of requested information and notes to the file.
I have used Lacerte for about 10 years, have found it very user friendly. But now it seems really expensive - must be because I am paying for it now. This will be my 1st solo tax season. Wish me luck. L. | |
Www.cpa1.biz (talk|edits) said: | 18 December 2006 |
| Hey you all,
So are you using paperless routing sheets or is the only slip that is not paperless. I am paperless as well and deciding if even the routing slip should be paperless. Please advise, Bj | |
| 20 December 2006 | |
| Yes. It is a piece of paper. It is attached to clients mailed in documents as they all float from preparer, reviewer, assemble and then to partner for sign off. | |
AKaccountess (talk|edits) said: | 2 February 2007 |
| why don't you use the "status" function built into lacerte. You can edit this and add more and better defined status-es.. | |
| 4 February 2007 | |
| AK, Routing sheet is not for STATUS of return. It gets attached to client documents as they float around your office. Open item listing, assembly directions, will client pick up return?, billing info, etc. | |
Jastaxes47 (talk|edits) said: | 3 April 2007 |
| In the Machine shop business the rout sheet is called a "traveler" The traveler was a piece of paper that had instructions on it that would take a machined part from raw material stages to finished goods stage. FYI only | |
Ksnoopytax (talk|edits) said: | 23 July 2007 |
| Does anyone know a good source for tax return routing sheets? We are currently not using one and I would like to implement this. | |
| 23 July 2007 | |
| Have you attended Gear Up in recent years? When I attended their individual update course for the 2006 filing season, they had an example of a decent routing sheet in the text. | |
Messnercpa (talk|edits) said: | 1 September 2008 |
| Any updates in this area? We process approximately 2000 returns per year. I like LARK's description of a routing sheet. We are seriously considering leaving Lacerte over this issue. Last year, we created our own routing sheet using Omniform. It works, but it is not "live" with Lacerte. You can definitely export your client information into Omniform. But, anytime you add a new client, you have to manually send that info to Omniform. We are really struggling in the whole worklfow documentation/routing sheet/standardized tax workpapers areas. Any help would be GREATLY APPRECIATED | |
| 1 September 2008 | |
| I will send you mine if you get me your e mail address. Send request to DZCPA@YAHOO.COM. We use it to keep track of all the returns (3,000 plus). | |
Messnercpa (talk|edits) said: | 1 September 2008 |
| THANKS!! | |
Kdgardiner@profitprofiler.com (talk|edits) said: | 14 July 2009 |
| Does anyone have an internal routing sheet that you use that works well that you are willing to share? We use Lacerte and try to use the status reports but would like to tweek our routing slip. | |
Wonder Woman USA (talk|edits) said: | 17 July 2009 |
| When I worked for CPAs, I updated the routing sheet they were using; it's a simple form which I prepared on Excel (or maybe Lotus; it was a long time ago).
Basically, it's just a sheet for all preparers to show dates and hours the return was worked on, and when the finished retun got back to the partner who was going to sign it, he used it to tell the secretary how much to bill. | |
