I have a return that requires attaching the form 8978 & Form 8978 Schedule A. Says that the return has to be paper filed.Has anyone been able to attach all the ... read more
I have a client that sold his business in 2024 and will receive installment payments over a few years. He operates on the accrual method. My understanding is th... read more
Has anyone found software that does a good job of scanning and importing a client's data? I've even seen a couple that organize your original documents in to a ... read more
Hello friends.I have a client that moved from Maryland to Delaware in 2024. I will need to file part year returns for both states. I will also need to file a no... read more
When entering a sale of a personal vacation residence the schedule D reflects is in Box E as tho a 1099 E was received from which the data is obtained. It is a ... read more
Where do I elect to have ProSeries Professional automatically calculate late payment penalties and interest for state returns?Or are my options to either manual... read more
Company X purchases equipment and has excess 179 to carry forward to the next year.How is this handled in the next year in ProSeries?Let's say in the next year,... read more
I own a tax preparation/financial planning company with 12 employees. The current roles do not allow distinction between administrative tasks and a true admin a... read more
I would greatly appreciate it if you could add a date and time stamp for new uploads within the Intuit Link Client Portal viewing area. This is from the tax pre... read more
Lacerte 2024, Shared File path to server (users have "Full Control" on the folder) with Lacerte installed on each workstation.Users cannot Check for Updates, re... read more
Is anyone else experience a Fatal Application exit when trying to launch 2021 Lacerte?When users try to open 2021 Lacerte Tax, they are prompted for a sign in, ... read more
