Has anyone had problems with Tax Advisor not factoring in capital gains rate in estimating tax, thus subjecting return into AMT? My projection has a $21,000 AMT... read more
Why doesn't Lacerte calculate the NOL utilization anymore? Is there some reason they can't do this calculation within the software? Just another thing we as pre... read more
Hello community! I've been making a list of issues that I haven't been able to resolve. Any suggestions would be appreciated. I've sent a list of these items to... read more
Here are some issues I'm having with state returns, any suggestions?> Tax preparer name and phone are below the lines.> For Ohio, does not change the date... read more
Can anyone provide solutions to the following issues...> Tax summary instruction doesn't match the return and Form 8879 for an amended return.> When switc... read more
Can anyone help resolve the following issues in ProSeries?> Tax summary instruction doesn’t match the return and Form 8879 for the amendment.> Tax letter ... read more
Is anyone else experiencing a rash of notices where the IRS is reducing or eliminating the underpayment penalty calculated with Lacerte? I have quite a few clie... read more
I recently received my 2025 ProSeries renewal invoice that showed a 40% increase from tax year 2024. I have called 4 times asking the question - why did it incr... read more
Hello everyoneI have a truck driver client that works for a company that issues him a 1099-nec each year. This clientuses the companies truck and is not reimbur... read more
Does anyone have it set up in batch payroll to accrue the PTO that is required by Illinois in that you have to give 1 hour off for every 40 hours worked? I cann... read more
It appears that when you extend an individual return, it automatically calculates a state failure to pay penalty based on a filing date of 10/15. So you need to... read more
I see a statement that tells me the amounts that have been used and by year for my NOL.I want to print out the report that shows, by tax year, the amount that m... read more
