Linked two clients. Both times I get this error:
The client does show up under Tax plans though.
When I click "View tax plan" I get this error:
I did a video walkthrough of the steps I did. Do you have a secure way for me to send you a link to the video? You will see the exact steps and the errors along the way.
1. Cloud Sync in Lacerte.
2. Select the client in Tax Advisor.
3. Create tax plan (first error)
4. Go back to my list of clients and the client was added inspite of the error.
5. Click on View Tax Plan next to the client and get the second error.
You have clicked a link to a site outside of the Intuit Accountants Community. By clicking "Continue", you will leave the community and be taken to that site instead.