I have clients with numerous partnership investments and currently the basis schedules are only listed by page numbers. Why aren't they listed by entity as the K-1 Rec worksheets are? This doesn't seem like it would such a difficult thing to add to Lacerte and it would save us so much time.
Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.
Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.
I have the same concern. My client has 60+ K-1's and every time I want to compare Lacerte basis to the K-1 I need to scroll through pages of worksheets to find the one I need. It is a tedious process that would be simplified by summarizing by name, not page number. Also, the ability to sort alphabetically would help.
