Printing Illinois watermark forms.

Forum|Forum|6 years ago
December 7, 2019
3 replies
26 views

Are you kidding me? Ugh, Illinois forms aren't going to be released until February 7th and Lacerte is blocking us from printing the forms? What am I suppose to do with the clients that come in the next two weeks?

Lacerte Tax

This topic has been closed for replies.

Best answer by IRonMaN

"limit preparers from being able to file printed returns that include non-final forms"

But can't something be built into the system to allow printing when you have e-filing selected for the return?

IRonMaNAnswer

Level 15

"limit preparers from being able to file printed returns that include non-final forms"

But can't something be built into the system to allow printing when you have e-filing selected for the return?

Slava Ukraini!

IntuitAlicia

Employee

We do offer the ability to preview forms with clients using the Split View option. This would allow you to display the forms on a separate monitor for your clients to review as you make changes in the program.

Detail/Forms Split View: https://accountants-community.intuit.com/articles/1608214&src=lsccom

Additionally, you can provide your feedback, personal experience, etc. utilizing the feedback option in Lacerte. To access, go to your 'Help' drop-down menu and select 'Lacerte feedback'.

This feedback goes directly to our developers.

George4Tacks

Level 15

You can use something like Windows "Snipping Tool" to make jpg images of the screens in forms view. That will give you something to work with, but, I think rightly so, Lacerte holds our hand through many things, some good and some, like this maybe not so good. There are many reasons I have stuck with Lacerte and the safegaurds the software offers is one of them. Give the client the tax summary for initial review.

I used snipping tool here https://accountants-community.intuit.com/questions/1794357-i-would-like-to-print-the-2018-540-ca-for... for CA

Okay, kick my soapbox away now.

Answers are easy. Questions are hard!

M

maughactAuthor

Level 5

I use snip it but it looks cheesy

IntuitAlicia

Employee

Illinois is one of the states that require all tax software to limit preparers from being able to file printed returns that include non-final forms. Lacerte is committed to complying with these state requirements.

Additional information can be found here.

State Requirements for Printing Draft Forms in Lacerte: https://accountants-community.intuit.com/articles/1638328

M

maughactAuthor

Level 5

Then why are other software companies allowing it? I'm sorry but is it mandatory by the state? I don't think so. I think a better idea would be if you choose paper copy return then block it from being printed. However, if you choose e-file there is no reason to block it. No one who is e-filing is mailing anything in. That makes more sense to me. It would be one thing if the forms weren't delayed but they are. This tax season is tough enough on all of us tax preparers as it is. Isn't our software company suppose to help us with our tax season? Isn't that why we pay the big bucks for our program? I have had 5 clients come in and at least 40-50 more before the Illinois release date of 2/7. I am not able to give them a copy of their Illinois tax return using the Lacerte program. Huge burden on my firm this year and last year.

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