Register here Description Mastering the setup and administration of Intuit Lacerte is crucial for running an efficient and compliant tax practice. This one-ho... read more
Right now, a client can access the portal if two things happen:1) We send that client an invite.2) The client accesses the portal through a browser using a URL.... read more
So, We have to remove the +4 zip codes in the Company files for the system to file 1099's without errors!We use the "Intuit Information Return System".This is b... read more
This message popped up today. Comments are year specific, and notes get carried over. If Notes goes away, then we have to have the ability to make Permanent Com... read more
In the past, I have directed my clients to ItsDeductible to assess the value of their donations. I'm getting reports that ItsDeductible has been discontinued (a... read more
Unmarried couple live together with their shared children. One child was five in 2024, the other was three. Can they both claim a child on their respective retu... read more
What schedule do I use to report "Other Rental Income" on a 1065 in ProSeries?I am trying to report Other Rental Income for a new client and the only schedule a... read more
I do not see that I have access to file a 1040NR for a client.OpenAI says there is a desktop version of ProConnect and an online version, and I need the online ... read more
Since yesterday, I haven't been able to add new clients. Support confirmed it's a known issue, but I've got several new clients waiting.Has anyone found a worka... read more
I believe I saw this issue mentioned before, but I didn’t see a resolution. I’m trying to print the employee copies of the W‑2s, and even after multiple updates... read more
My clients (young married couple) moved to England in December 2024. They lived in England all of 2025 and rented an apartment there. He had no income but she h... read more
Did anyone attend the Intuit tax conference online Jan 15, 2026 and get their CPE/CE certificates? They promised them within 24 hours and still no certificates ... read more
Hey everyone,It seems like it should be easy to do, but I can't turn off AutoPay nor can I update the payment method. Anyone know how to do it?Katerina