BillRamsay's Posts

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BillRamsay's Posts

For wealth management firms who have lots of tax return data, an api would provide many opportunities to reduce labor and improve data quality.
Robert can you contact me- Bill Ramsay Financial Symmetry Inc 919-851-8200 x 204
Does anyone know if the SDK provides access to data in Tax Planner?  My guess is that Tax Planner is actually a completely separate data set and the integration between Tax Prep and Tax Planner is me... See more...
Does anyone know if the SDK provides access to data in Tax Planner?  My guess is that Tax Planner is actually a completely separate data set and the integration between Tax Prep and Tax Planner is merely a transfer of data from Tax Prep to Tax Planner, but hoping it is more sophisticated than that.
Is the data field(s) for the missing data utility read/write accessible via the Lacerte sdk? https://accountants-community.intuit.com/articles/1857192-using-the-missing-data-utility