I spoke with an IRS rep that told me when they resolved the issues preventing a timely filing of a 990 that our tax software (Lacerte) should have a function th... read more
I input SALT tax deductions for 2025 of $54,000. My Tax Planner has calculated that the "lesser of State and Local Taxes or Cap" is $33,000 for a client with AG... read more
To answer a client question, I did research using ChatGPT (paid version). I feel like I need to admit to the client that I used it. I haven't thought through th... read more
I wanted to see if anyone is using SmartVault's new AI. I have not had time to play with it yet.I Really liked Thomson's Reuters but no way do I want to pay $30... read more
The administrator has to approve me to download the product. I am the owner. Is someone else the administrator? If so, who is the administrator? If not, how do ... read more
I am the administrator of the product, and I am trying to download it on a computer. It states that I need administrator approval. How do I get the administrato... read more
Client came to me who hasn't filed since 2015. I have old Lacerte versions installed but when I try to open software, I get network connection error. How can I ... read more
I have a client filing married jointly both over the age of 65. I am confused about the married filing jointly phase out range from $150,000 - $250,000. I am re... read more
I get a critical diagnostic when trying to e-file AZ state returns in the individual module when there are late payment or late filing penalties. The diagnostic... read more
New to Lacerte Softwear, I need to change and add to the client letter, and need a step by step and also how to print Questionnaire's as well, Thank you 🙂
How are capital expenditures handled on 1120-H tax returns? Are they expensed when paid, depreciated or another way? For example: A new roof for a condominium i... read more
I have a potential new client who has filed at least 3 years with the accrual box marked on Form 1120-S but accrual to cash adjustments were made and the 3 year... read more
Since yesterday night, lacerte connection is very poor and getting the errors. Office internet checked and working fine. Are there anyone facing the same proble... read more
