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Setting up a Partnership program

kcchristensen
Level 1

I file and pay for Partnership returns by REP.  I can't remember how to set up the program and need to file an extension for a client.  This is the only Partnership return I have at this time so I can't just add a client like I would for an S-Corp or a Fiduciary .  Any help is appreciated.

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7 Comments 7
abctax55
Level 15

You have to download the partnership module.  Options are:

1) Go to MyAccount & download the software

2) Use ToolHub to install the software

3) Run WebSetUp (Windows key, programs or apps, Lacerte, 24WebSetU) and select "Partnership"  Be sure to also select the appropriate state/states you need.

 

HumanKind... Be Both
George4Tacks
Level 15

@kcchristensen Which software are you using?


Answers are easy. Questions are hard!
abctax55
Level 15

The tag at the bottom says Lacerte.... so I 'ass-u-me-d 😉

HumanKind... Be Both
George4Tacks
Level 15

Tag? I guess that is something I have not been very attentive to. Good eyes.

 


Answers are easy. Questions are hard!
abctax55
Level 15

I saw it when I first checked the question, then didn't see when drafting my response....  I had to go back & check to verify 'Lacerte'.  So a bit obscure.

I don't quite get it; the few times I post a question I'm forced to select the software being used.  Maybe it has to do with 'how' one gets to this place?  

HumanKind... Be Both
George4Tacks
Level 15

In some of the paths that can be taken, you get to Add a label

Screenshot 2025-03-16 083711.jpg

If @kcchristensen had selected the Product Help > Lacerte instead of Intuit Tax Advisor we would not have discovered this new things on a cold and snowy day. 


Answers are easy. Questions are hard!
kcchristensen
Level 1

Lacerte

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