abctax55
Level 15

LOL, George.  And I admit stealing it (with his permission...) from an online friend from the old Tax Almanac forum.

Lacerte 'always' prompts me to re-export even if all I do is add invoicing info.  I've never had it not prompt me - that I know of.   A bit irritating but guess it prevents bad things. 

And if I do make at change at the entity level, I automatically re-export as a CYA and then double check my reconciling tic marks on the individual return for any green to red changes.   Especially STATE transfers as there are several areas I've found that don't flow.   AMT adjustment is one (I think..)

 

HumanKind... Be Both