jerry
Level 7
01-24-2024
07:35 PM
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I need to send my LLC clients a letter regarding the new Corporate Transparency Act requirements for Beneficial Ownership Interest reporting (and that, for legal and liability reasons, I won't be doing them).
All of my LLC clients are single member LLC's, and they all filed a CA 568. But only some of my Schedule C clients have an LLC, so I can't use a search for Sched C to find the LLC's (and some of the LLC's are from Schedule E).
Is there an easy way to have Lacerte search for those clients that had a CA 568 filed in 2022? I've tried database reports, etc and can't find anything that works.
Thanks!
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