I am trying to transfer the preparer information from 2024 Proseries Basic to 2025. It is greyed out. I think it may be that the path to the correct file is inc... read more
New Mexico encourages e-filing of corporate returns. Proseries does not support this. Please work on it at least for next year- I would like clients to be done ... read more
When I try saving the report from the Lacerte TB tool as a PDF and then open the file, an error shows up in Acrobat saying "the dimensions of this page are out-... read more
I have a customer that is Choctaw and are exempt from paying for market place insurance. When I enter the 1095-A it is making them pay back the advance payment ... read more
My 2025 Form 8283 is not generating. My clients noncash contributions exceed $500. Is the form not readily available or am I doing something wrong? The form nor... read more
Does anyone know of the 2025 meal reimbursement (breakfast, lunch and snacks) rates for in home day care providers? I can only find the 2024 on the IRS site.
I was on Proconnect support for over 30 minutes. I am a new user of Proconnect but we have been with Proseries for over 4 years. I asked her about the suggestio... read more
Client is elderly and not competent and owns several properties.Trustee has bank account authority for the client.Trustee is not providing information to file t... read more
Does anyone have any tips on customizing and using the client letter in Lacerte? Right now it just prints a very simplified version of the letter and I don't se... read more
