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A
ALyon
Level 3
June 17, 2022
Question

Errors

  • June 17, 2022
  • 1 reply
  • 11 views

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:

 

 

This topic has been closed for replies.

1 reply

W
Will_IntuitModerator
Moderator
June 17, 2022

HI @ALyon ,

 

When you say you linked two clients, what did you exactly do to achieve this?

A
ALyonAuthor
Level 3
June 17, 2022

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.

K
kfisher1Moderator
Moderator
June 22, 2022

Thank you so much for getting us the information we requested. (Data, options and the video too!) The  defect has been created. We will follow up! 

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