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Lacerte SDK Group

Issue Querying DATA7 in 2023 Lacerte/Individual Module

I am unable to query a column that I know exists using the Lacerte SDK.I have created a custom filter which points to column C7_190. My CTS001.IW3 file says:"C7... read more

Steffan Level 2

posted Nov 22, 2024

Last activity Nov 22, 2024

0 0
Section 263a costs

Please help me with handling of the Section 263a costs on Form 1125-A. The client had Section 263a costs from PY that was on the tax balance sheet, but not on t... read more

Daven Level 2

posted Oct 10, 2024

Last activity Oct 10, 2024 by commander24

0 1
We currently use Smartvault and are looking at Tax Caddy

Sureprep offers Tax Caddy as an add on. It seems more streamlined than Smart Vault. Has anyone switched from one to the other? Any comments pro or con would be ... read more

smartcpa Level 2

posted Jun 18, 2024

Last activity Jun 18, 2024 by TaxGuyBill

0 1
Lacerte SDK 1.0.0.453 is released

Not clear when, but there is an update to the Lacerte SDK.https://developer.intuit.com/app/developer/lacerte-sdk/docs/lacerte-get-startedI have not installed or... read more

steven Level 5

posted Jun 18, 2024

Last activity Sep 4, 2024 by steven

0 1
E Filing

I am a UK citizen, living in the UK, but with US income so have to file 1120-F for Fed and 6 States.As a foreigner, I have not been able to obtain an EFIN, so u... read more

michaelghartley8 Level 1

posted May 28, 2024

Last activity May 28, 2024 by michaelghartley8

0 2
Smartvault printing

Intuit / Lacerte product enhancement.When I print an amended return to Smartvault, it overwrites the original return. Same issue when printing acceptance letter... read more

smartcpa Level 2

posted May 10, 2024

Last activity Jun 18, 2024 by steven

1 3
Can clients pay form 3522 (CA LLC Tax Voucher) In Lacerte program

Can you have clients pay form 3522 for CA LLC Tax through Lacerte?

BrianIndustryStandardInc Level 2

posted Apr 15, 2024

Last activity Apr 17, 2024 by BrianIndustryStandardInc

0 2
Where to enter the 529 contribution for George’s state return in Lac...

Where to enter the 529 contribution for George’s state return in Lacerte tax software? please advise

aabraham New Member

posted Apr 9, 2024

Last activity Apr 9, 2024

0 0
Series and Code for Form 7203 fields

Does anyone know which table, series, code, etc. is used for Form 7203, Part I, Line 15? This is a computed value but has to be stored somewhere as it carries o... read more

royd Level 1

posted Mar 16, 2024

Last activity Mar 18, 2024 by DatabaseRobert

0 5
Another annoyance

Attempted ODBC access through Excel. The Lacerte login popup was behind the Excel window which was not more than 50% of my screen. All other windows were minimi... read more

royd Level 1

posted Mar 1, 2024

Last activity Mar 2, 2024 by DatabaseRobert

0 8
Prior year tax years unavailable ? Code 403

My tax years 2021 thru 2019 (and then I gave up trying to open) are marked as Unable to verify online credentials. Luckily 2023 and 2022 are still accessible.An... read more

chuck gerber Level 2

posted Feb 27, 2024

Last activity Feb 27, 2024 by qbteachmt

0 1
v436 Registration Error

Hello,Is anybody now receiving registration errors with v436?08001] [Lacerte][ODBC] (10380) Unable to establish connection with data source. Missing settings: {... read more

djb Level 2

posted Feb 26, 2024

Last activity Feb 26, 2024 by djb

0 1
Query if a Client uses a Form

In Lacerte, you can build a filter based on whether or not her return has a form. Is there a way to do that through the SDK?thank you

TGDonovan Level 2

posted Feb 24, 2024

Last activity Feb 27, 2024 by DatabaseRobert

0 9
LacerteSDK broken with latest Lacerte TY23 release!!

LacerteSDK is broken with latest Lacerte TY23 release. We're working on the fix and will release by today EOD.

murari316 Employee

posted Feb 22, 2024

Last activity Feb 23, 2024 by john_samuel

1 3
2023 Lacerte Update Broken Latest SDK

It seems the latest update to 2023 Lacerte no longer works with the latest Lacerte SDK for the Individual and Partnership modules.Can anyone else confirm?Is the... read more

Steffan Level 2

posted Feb 22, 2024

Last activity Feb 23, 2024 by john_samuel

4 7