This illustrates, for me, the risk of having a client who is a friend. As a friend I was going to answer his question quickly then I realized that this is more ... read more
The new tax laws present opportunities for $$ from tax planning. My question is how to start. By contrast I already know that clients come to me for preparation... read more
I have a new client with rental properties in several states. He had a sale last year so no Federal level PAL carryovers but he has PALs in the states. How do I... read more
I have been a ProSeries user for about 30 years. I have decided to retire. I see turbo tax will only (IRS actually) let you efile 5 returns. Can I keep my EFIN ... read more
Every January I have been sending letters out to my clients via U.S. Mail. In that letter I include a punch list of common items for them to gather for their up... read more
Does Lacerte compute the real estates taxes on 8829 or do we have to do the worksheets by hand? If the program computes it, please provide input instructions
We are trying to install the current version of DMS on a Windows 11 PC. This is a firm which has many years of tax information in ProSeries and DMS and we are n... read more
I have 2 C Corp returns (year end 11/30/24, so using 2023 program) that were uploaded to e-file on 2/17/2025. Upon upload they showed a status of "Received at L... read more
When printing business returns (not sure about Individuals, but likely the same) and printing the government copy to PDF, PTO only prints the cover letter that'... read more
A partnership 1065 received a Federal rejection today, but the reason for rejection was not from IRS, it was from Lacerte. There were no critical diagnostics pr... read more
i HAVE A CLIENT THAT HAS A SINGLE MEMBER LLC FOR A SOLE PROP SCH C AND A SINGLE MEMBER LLC FOR RENTAL PROPERTIES AND CAN'T GET THE PROGRAM TO PRODUCE TWO CA FOR... read more
I called 3 times in the past 3 months to add 2 states to my invoice renewal. Each time I was given the same revised new invoice amount, however the renewal invo... read more
ERC and amended returns were done.Tax year 2020Fed $0VA $0Tax year 2021Fed -$92,501State -$15,775Tax year 2022Fed -$10,618State -$1,744Tax year 2023Fed -$13,771... read more
