Welcome back! Ask questions, get answers, and join our large community of tax professionals.

Community and Support

Have a question for your product? Select your product below:

Recent
Popular
Unanswered
No Replies

America's most wanted

It looks like the authorities arrested someone for the one of the highest profile crimes this week, but there is someone out there that has dodged arrest for mu... read more

IRonMaN Level 15

ProSeries Professional

posted Dec 11, 2024

Last activity Dec 11, 2024 by IRonMaN

7 6
Disallowal of credit for tax paid to other states

In speaking to the State of New Jersey Department of Taxation, I was informed that one of my clients' returns had their credits for taxes paid to other states d... read more

GLReneau Level 2

posted Dec 4, 2024

Last activity Dec 11, 2024 by CMcCullough

10 6
How to get started in ProFile Canada?

Why is this post duplicating into the Lacerte Forum? -test post

IntuitBettyJo Community Manager

posted Dec 11, 2024

Last activity Dec 11, 2024

0 0
Client Invoice Form Charges EXCEL SPREADSHEET PLEASE!

I've used Client Invoice Form Charges since 2004 and each year I print last year (2022) and pencil in the new charges for 2023 by applying an inflation increase... read more

larrygrussell1 Level 3

posted Jan 31, 2024

Last activity Dec 11, 2024 by Strongsilence-CPA

1 5
Business E-file Lacerte Shutdown Details

The IRS has announced Business e-file shutdown December 26 at 8:59 AM PST.Lacerte 2022 & Lacerte 2023 Business e-file is scheduled to shutdown on December 21 at... read more

IntuitAlicia Employee

Customer Corner e-file Helpful Tips Lacerte Tax

posted Dec 11, 2024

Last activity Dec 11, 2024 by IntuitAlicia

0 1
NYS & NYC PTET and NYC S-Corp Tax

Hi, ITO needs to integrate the option for PTET for NYS, NYC, and other states that have it.Also, NYC for example has a flat 8.85% tax on the income of the S-Cor... read more

shomes74 New Member

Strategies

posted Jun 29, 2023

Last activity Dec 11, 2024 by Mvlcpa

2 4
Blank prior-year worksheets

How do I create a blank prior-year worksheet to be provided to new clients?

RogersCPAFirmLLC Level 1

posted Nov 29, 2024

Last activity Dec 11, 2024 by George4Tacks

0 2
Easy Acct Financials Out of Balance

I am using the custom financials feature and have 8 business that are listed separately but then get combined on one income statement. The one locations cost of... read more

pcoker Level 1

EasyACCT

posted Nov 19, 2024

Last activity Dec 11, 2024 by nickeypoo72

0 8
Efficient Lacerte REP payments - Information about Paper Checks

Lacerte REP is committed to improving our payment offerings by streamlining and expediting the posting of payments to your REP account while keeping your data s... read more

IntuitCharlene Moderator

Lacerte Tax

posted Dec 11, 2024

Last activity Dec 11, 2024 by IntuitCharlene

0 1
Efile Iowa Estimated Payments

Please work with Iowa to allow taxpayers to electronically file their estimated tax payments for Iowa using Pro Series. Most other tax software packages support... read more

EthanVH New Member

E-Filing Individual State Forms

posted Dec 10, 2024

Last activity Dec 10, 2024 by taxiowa

5 6
INHERITED IRA with no beneficiary and no will

I am the administrator for my brother's estate. He has a 91K IRA that has been rolled over to an estate account by the investment company. My brother did not ha... read more

LYNN_10 Level 1

Individual

posted Dec 9, 2024

Last activity Dec 10, 2024 by BobKamman

22 8
intuit link

Intuit link is defaulting to 2023 instead of 2024, when either we or the client access it. Is there a way to change the default to the current year 2024?

GLS Level 2

ProSeries Professional

posted Dec 10, 2024

Last activity Dec 10, 2024 by Skylane

4 3
Beneficiary of Father who passed away while contributed to 401k was ...

Hello Community,Hoping you all can provide insight and verify my suspicions on this one.My client, age 57, inherited 1/3 of his father's 401k. Some background o... read more

taxproDE Level 2

ProSeries Professional

posted Dec 9, 2024

Last activity Dec 10, 2024 by Taxes-by-Rocky

2 2
how to login QB online

i am unable to login QB online

FrancisNorton574 Level 1

Cash Advance

posted Dec 9, 2024

Last activity Dec 10, 2024 by qbteachmt

0 2
When will the 2024 ProSeries Professional program be released

When will the 2024 ProSeries Professional program be released?

tscott1205 Level 4

ProSeries Professional

posted Dec 10, 2024

Last activity Dec 10, 2024 by BobKamman

8 5