Client just contacted me about 2024 return numbers, and it got me thinking.They have donated about $4000 (FMV) of items to Goodwill. That (and mortgage interest... read more
What level of support will Lacerte provide to CPA's who prepare returns? The current model of speaking with non-tax professional support people is frustrating, ... read more
I have a client who has a spouse who just obtained her ITIN. I have seen the letter from the IRS. However, once entered, Lacerte is giving an error of invalid S... read more
So I know Lacerte is now supposed to "auto update" in the background.But since I hadn't seen any 2024 updates in a while, I tried the old way: Tools/UpdateI see... read more
TY24 returns are available to do in ProConnect and I have all my returns ready to go, but within Karbon I can't import TY24 yet, only TY23 & TY22. I asked Karbo... read more
I have recently gotten ProConnect, I am trying to review a simple sample return, (that the software created), the return states there are errors that affect the... read more
Does anyone have any suggestions to measure and monitor turnaround time for tax returns using Lacerte and/or Intuit Link? For example, if a tax return is sittin... read more
I have client who made a payment with his extension. He then proceeded to make an additional payment after the extension date (but prior to the October filing d... read more
Does anyone know of a way to easily find all returns that are marked as final? Best case scenario is that I could export a list to excel of all of these returns... read more
Presently, when I use Print, Tax Returns, Custom or Partial printing, Return Options has a checkmark in the Printer selection. I want that checkmark to default ... read more
It seems that there are many fields (carryovers, etc) that are marked with the non-residential state during the proforma process. I'm not sure what this could p... read more
When generating a report on clients, are we able to do so as an excel sheet, instead of a pdf? I've tried converting the pdf to excel afterwards and the formatt... read more
Hello, I am a current firm owner already using Lacerte. I am purchasing clients from another tax preparer and I have organized these clients into a new entity w... read more
There is a location for entering an explanation of changes to the federal form 1065 & NYS Form IT-204-LL in Lacerte 2022, but I cannot find where to enter the e... read more
