Has anyone here heard of or used Truss for tax workflow automation. https://gettruss.io/ We currently use Lacerte and SmartVault but are exploring AI capabiliti... read more
Hello AllI'm trying to report a 1098B for my client and it was supposed to be report at part II line 8b. But I can only get the information populate at line 8a.... read more
Separated taxpayers, might get divorced in 2025, but filing MFJ for 2024. He will sign in person, but she is remote and has not returned my calls. He says MFJ i... read more
I have not completed a 1040-X lately. It looks like I can do this electronically through Lacerte vs. paper and this is to correct the reporting of an after tax ... read more
Has anyone found software that does a good job of scanning and importing a client's data? I've even seen a couple that organize your original documents in to a ... read more
When entering a sale of a personal vacation residence the schedule D reflects is in Box E as tho a 1099 E was received from which the data is obtained. It is a ... read more
Is anyone else experience a Fatal Application exit when trying to launch 2021 Lacerte?When users try to open 2021 Lacerte Tax, they are prompted for a sign in, ... read more
