Re: How do I include FTB 3586 with the Client Copy of S-Corporate Tax Return. do not see anywhere on the Options:Items to Print to add the current payment voucher.

ChristiACPA · ‎02-22-2024

Karl · ‎02-22-2024

If it's displaying in Forms, then I think it's in your print settings.

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ChristiACPA · ‎02-22-2024

Thank you for adding that. However, that is for the FTB 100-ES. The FTB 3586 is the payment voucher for the prior year (2023). That is the one I cannot locate the selection.

abctax55 · ‎02-22-2024

I've used Lacerte for decades; I've never found a way to have it automatically included.

HumanKind... Be Both

ChristiACPA · ‎02-22-2024

Thank you. I'm trying SafeSend this year and that is a problem. I have to use the Client Copy and I must include all vouchers. I guess I'll have to manually enter it. Very disappointing!

abctax55 · ‎02-22-2024

I don't use SafeSend, so can't help ya'

My m.o. is to go to 'print > partial return and select those PITA things that I can't get Lacerte to do automatically. I have my staff trained on this; it creates a PDF that is password protected (if you select the e-mail option). We call it "action items" when we send it out to the client.

HumanKind... Be Both

ChristiACPA · ‎02-28-2024

I found solution, in any module to have all current and future vouchers print with the client copy of return, do the following:

Settings/Options/Items to Print/Select Client (on left side), scroll down to Separately Filed Forms and check box/under that section you will find State Separate Forms and check box.

I cannot take credit. I got a very diligent Lacerte agent who got me the answer so we can complain when we don't get service but we should acknowlege those who get it done!

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