Hi everyone! I've been round and round my state association, friends who are tax preparers, my own research, and I am still uncertain. I admittedly should not h... read more
Sorry if something like this has been asked before but I'm getting conflicting information regarding whether or not a service based, audio video company needs t... read more
So I read the thread on a GOE post from April 2025.(parvitstax)In my case, a situation where the Will of the deceased grants an "option" to the designated benef... read more
If you have bought the Blue Jay AI LLM tool, would you mind giving me a quick review or only a thumbs up or down??Good quality research?High quality memos?
Latest Update: Version 45.0625 - Release 8.5Check out modules below to see what updates have been released in this version of your software. (e.g., recent chang... read more
Scheduled to release later today, June 25, 2025, Lacerte Release 8.5 will introduce changes to the Lacerte Background Updater.These changes include;Updates Read... read more
How do I enter a roll-over from Traditional IRA to ROTH IRA? I don't have the forms so I'm trying to do it pro forma. Thanks in advance for any assistance!
I had to download older versions of pro series from 2019 on. I'm able to do the downloads for the programs but how do I get the client files loaded to the progr... read more
Cx delivered two 1065 K-1s to my office, both of which lost money. Two different EINs.He labeled them as "Self Directed IRAs". Box I1 indicates the entity is an... read more
The 990 is on a religious organization that they just bought a building for over $500000, and the errors on schedule O is hard to figure out because it shows a ... read more
Is there a way to add a Type of Company that is not on the list? Under the Company Setup Wizard on the "Type of Company" drop down list there are: Individual, C... read more
Does ProSeries allow me to receive payment for processing a clients tax return out of their refund? Like if the client was going to receive $2000 and my fee was... read more
Looking for anyone willing to share your experiences regarding the official Lacerte hosting environment. We are considering it but getting references from curre... read more
IntuitAlicia Employee Lacerte Tax Updateposted Jun 25, 2025Last activity Jun 25, 2025 by IntuitAlicia
