AnotherTaxGuy
Level 2

Thank you! I was on the phone with Lacerte at the same time I posted the message, and they said the same thing.

 

Also appreciate the emails about making sure the statement box is checks.

 

Very interesting, because I always thought the reconciliation was a requirement, because we always did them. Still surprised Lacerate doesn't have an official mechanism for creating it, but this works fine.

0 Cheers