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heelee
Level 2
Feb 19, 2020 4:57 AM UTC
Question

Partnership return

To date I have only prepared Individual returns in Lacerte. How do I add a Partnership client? When I try to select Client/Tax Type/Partnership, the link is grayed out. What settings do I need to change in my Lacerte?

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5 replies

sjrcpa
sjrcpa
Level 15
Feb 19, 2020 3:14 PM UTC

You need to install the Partnership module

The more I know the more I don’t know.
    heeleeAuthor
    Level 2
    Feb 19, 2020 8:45 PM UTC

    How do I do that? It is not immediately obvious to me.

    Fergie
    Level 2
    Sep 21, 2021 11:14 PM UTC

    Not obvious to me either.  Trying to set up new computer and installing software fresh, and for over 10 years I've done  partnerships, trust, nonprofits corporations etc..  but it will only download individual and one state.  Then I go around in circles trying to figure out how to select all the other options.  Why does it have to be so hard?

    George4Tacks
    George4Tacks
    Level 15
    Sep 22, 2021 1:29 AM UTC

    Possibly you did not install them in your initial setup. https://proconnect.intuit.com/community/install-products/help/installing-additional-tax-modules-and-states-to-the-lacerte-tax/00/5064

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