My client received an IRS notice saying she owed over $8K more. I couldn't figure it out at first as the numbers matched except for the estimated taxes. Went to... read more
Hi Everyone,Has anyone encountered this IRS e-file rejection when submitting a 2025 business return?Error Message:The return type indicated in the return header... read more
I would love to have the option to set up automatic payments for Massachusetts quarterly estimated taxes for my clients. Similar to the feature Lacerte already ... read more
Seeking some clarity on trust and estate tax return. I would appreciate it if someone were able or interested in providing guidance or professional consultation... read more
A new client living in the Nashville area, has an extended filing deadline of June 8th due to Winter Storm Fern.Apparently the IRS extended the deadline to May ... read more
Haven't had a sale of an s-corp in ages. They sold the assets/improvements etc.Trying to do the sales in the asset entry worksheet. F&F and leasehold improvemen... 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
When working inside a federal return in ProSeries, it would be extremely helpful to simultaneously display the state refund or balance due amount without needin... read more
I was finalizing a return for a client who is self-employed (Schedule C) and lives in California.During my review I noticed that there were no CA adjustments (a... read more
TP received a notice DTF-160, not my client a friend is it best to use EZRep/TR-2000 or a POA to speak to NY Dept of taxation. I have compared the notice to the... read more
A recent report from the Treasury Inspector General for Tax Administration: From January 2022 through March 2025, the IRS accepted approximately 116,000 e-file ... read more
The suit is aboutdisaster relief provisions enacted during the COVID-19 pandemic that suspended certain federal tax deadlines for more than three years — from J... read more
