I'm new with Pro-series. I'm a tax preparer and a TIN Certifying Acceptance Agent with IRS. The W-7 form is in the pro-series software program but I did not fin... read more
Is there a way to identify which 2023 clients has excess mortgage interest that was pro-rated? I don't see any field in database reports that I can use.Alternat... read more
I am trying to deduct my medicare premiums on Schedule C as opposed to Schedule A. The medicare premium deducted againist Schedule C income reduces income dollo... read more
The following diagnostic is generating: Value at date of death missing. This concerns life insurance where the decedent possessed no incidents of ownership, the... read more
Due to cash flow issues, a shareholder (actually the President/Director/shareholder) made a short-term no-interest loan to the S-Corp early in the year in order... read more
In Lacerte 2024 had the program open and went back to it after a while and there was a popup asking me if I would recommend Lacerte Hosting which I do not have ... read more
MY CLIENT WAS FORCE TO SALES HIS PROPERTY TO PAY THE LOCAL GOVERNMENT MONEY DUE..THE GOVERNEMNT TOOK 100 OF MONEY RECEIVED. CLIENT GOT NOTHINGQUESTION IS THE RE... read more
I get error "that says this action can't be completed because the underlying service is taking longer to respond"Spoken with support multiple times, they keep p... 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
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
Hello tax experts,A client is thinking of moving to Texas from California and establishing permanent residency there. He wants to know if he will be taxed on ce... read more
Client made estimated tax payments . But will have a huge loss . Where in Lacerte can you mark to keep estiamted payments/ roll over to 2024 amounts due?
Anyone else have a problem with Lacerte 24 where you cannot select any individual filing clients from the all clients view?I can select all my business and corp... read more
I just sent out a batch invite to clients to use Intuit Link for submission of tax forms. Firsst time to try to use this service. Only one response after two we... read more
