To help clients gather their source documents we frequently add the last 4 digits of an investment account number to the interest and dividend description. For instance, Schwab #1234. These customized entries make our data base table HUGE. I would like Lacerte to add a separate cell next to the account description that prints on the tax organizer to help clients gather all their source documents. For instance, I want the account description to just say Schwab and in a cell next to that on the organizer 1234. Lacerte does have a cell for the account number at the bottom of the dividend and interest screen in the Data Source Section but that doesn't print on the organizer.
