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Level 3
December 7, 2019
Solved

Where do I find the Tax reform "Client facing Materials"?

  • December 7, 2019
  • 2 replies
  • 20 views

When I do a program update the window says at the tax reform section of the Lacerte support website there are client facing materials to educate clients on the new tax laws.  I can't seem to find that section.  Does anyone have a link to it. 

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Best answer by IRonMaN

If you find it let us know.  There are a lot of tax preparers asking questions here that really should be educated on that stuff.

2 replies

IRonMaN
IRonMaNAnswer
Level 15
December 7, 2019

If you find it let us know.  There are a lot of tax preparers asking questions here that really should be educated on that stuff.

Slava Ukraini!
George4Tacks
Level 15
December 7, 2019
Now you know!  Let me know how wonderful you now feel about this knowledge.
Answers are easy. Questions are hard!
George4Tacks
Level 15
December 7, 2019

The installation message guides us to https://proconnect.intuit.com/tax-reform/ Fumble around there and you will find some pdfs toward the bottom, including Client Facing Materials. (Such a wonderful combination of worlds. I wonder how large the committee was?)

Would you like to give this to your client? https://proconnect.intuit.com/content/dam/intuit/pro_tax_group/en_us/downloads/ProConnect-Tax-Reform...

or this? https://proconnect.intuit.com/content/dam/intuit/pro_tax_group/en_us/downloads/data-conversion/TaxRe...

or this? https://proconnect.intuit.com/content/dam/intuit/pro_tax_group/en_us/downloads/data-conversion/W-4es...

Answers are easy. Questions are hard!