Knowledge Base > Best Practices > Integrations > Workflow vs. Lacerte Status

in Best PracticesIntegrations Tags: ProjectsLacerte

Part of Lacerte Integration is the ability to show the Lacerte status of that tax return in Practice Management WorkSpace, more specifically in the corresponding project. One key thing to keep in mind when using both PM WorkSpace’s workflow system and Lacerte return statuses is that they were designed to represent 2 completely different things. What you keep track of in Lacerte should show what the tax return status is. Things like Proforma’d, In Process, Email, etc… PM WorkSpace should be tracking who is doing what on that actual tax return. Here is where you want to put things like Input, Review, Missing Info, Finalize, etc… Keeping the two ideas separate is imperative to making this beneficial.

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