Crystal
Level 1
12-19-2019
02:52 PM
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Clicking on client -> Tax Type, I can only choose 3 options (Individual, Partnership & S-Corporate), all the others (Corporate, Fiduciary, Exempt Org., Estate, Gift, Benefit Plan) are greyed-out and I can't choose them.
Any ideas why is that?
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sjrcpa
Level 15
12-19-2019
03:31 PM
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The greyed out ones have not been installed.
The more I know the more I don’t know.
Crystal
Level 1
12-19-2019
03:41 PM
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Our IT group installed the software on my computer and I know we pay rep access on the ones that are currently greyed out, where the ones that are bold/darker print and we have access to are included in the software price we pay. Does that have anything to do with this?
sjrcpa
Level 15
12-19-2019
05:34 PM
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No. If they are greyed out they are not installed.
The more I know the more I don’t know.
sjrcpa
Level 15
12-19-2019
05:35 PM
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Or Option 2 - You were not given the Trustee Rights to access those modules.
The more I know the more I don’t know.
George4Tacks
Level 15
12-19-2019
06:45 PM
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Run 2019 Lacerte Web Setup again. Select all of the tax types you MIGHT want to use this year. That will add those missed on the original install.
Answers are easy. Questions are hard!
Answers are easy. Questions are hard!
