Lacerte Tax Idea Exchange
Submitted by jmiami on 03-02-2024 01:30 PMAll other top tier level tax software (Ultra-Tax, CCH, etc.) include the option to allow the CPA/Tax Firm's name and address used for all Pass-Through Entity K-1 Letters issued.
The letter is usually formatted to be from the firm who prepared the K-1 and not the entity.
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