Does Lacerte update the "Questionnaire Def." for any changes in the tax law that would affect it?

Forum|Forum|6 years ago
December 7, 2019
1 reply
6 views

I was looking at the default for '18 and it is exactly the same as '17. I had been using this a base for any changes I need to make to my custom organizer, but it has a number of questions that no longer apply.

Lacerte Tax

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Best answer by George4Tacks

Sorta. Numbers are change to reflect new year. Some those questions that no longer apply, might still apply to some states. It is just a starting point. I start from my 2017 Default, that I created. I edit and save as 2018 Default and use it in the default set up for what to print.

EDIT: I also greatly condense it with less carriage returns. Attached is what I will likely use, after I do my final edits and (hopefully) download a 2017 update.

George4TacksAnswer

Level 15

Sorta. Numbers are change to reflect new year. Some those questions that no longer apply, might still apply to some states. It is just a starting point. I start from my 2017 Default, that I created. I edit and save as 2018 Default and use it in the default set up for what to print.

EDIT: I also greatly condense it with less carriage returns. Attached is what I will likely use, after I do my final edits and (hopefully) download a 2017 update.

Answers are easy. Questions are hard!

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