When you are working on a new tax return with no documents yet, there is a box in the "data import" window where you can drag and drop files to upload tax docum... read more
Hi to all.IRS on 1120-S instruction says :When To FileGenerally, an S corporation must file Form 1120-S by the 15thday of the 3rd month after the end of its tax... read more
We have an external system that generates the xml files for importing into the Lacerte Software. We are gearing up to do more e-filing and my end user community... read more
I have my software downloaded on one computer and the login is working fine. I installed it on another one but when it show the login page, nothing is on it. Do... read more
I am unable to query a column that I know exists using the Lacerte SDK.I have created a custom filter which points to column C7_190. My CTS001.IW3 file says:"C7... read more
We are set up to use the IRIS Portal but when we log in it directs us to a web address of la.www4.irs.gov/irportal/ and a "Loading..." message appears and nothi... read more
Got an email from a client who states, "when I click on the link from the email to "accept" the portal for uploading documents, it states "email is not found."T... read more
why is Invoice via QuickBooks not available to tax pros with "advanced tax return with books"?Also, I want the other tax pros to have this but not access the fi... read more
Latest Update: Version 45.0115Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature en... read more
Last year IRS did not work in uploading an electronic 1099 file to the Internal Revenue Service's new IRIS system. I assume that it will for 2024. Can anyone pr... read more
When will the 2024 Proseries state business modules be available? The modules for the states that I file inother than NC are not installed. Most returns are for... read more
Background: I am trying to amend my 2023 individual tax return (form 1040 with a VA state return) because I forgot to include a Schedule C company (SMLLC) in my... read more
it would be great to have a way to import a price list so the software can automatically generate an invoice based on per form pricing. I have clients that have... read more
I am trying to get roles set up how I want/need them. I have 2 other preparers, they need access to create clients, create tax returns, efile...But Also need to... read more
IntuitGabi Community Manager Lacerte Taxposted Nov 12, 2024Last activity Jan 15, 2025 by IntuitAlicia
