I am working on a 2023 Form NJ 1065 for a tiered partnership and am getting a strange result. In 2022, the starting point for the NJ 1065 for a tiered partnersh... read more
Here we go again! Lacerte tried this about two months ago and finally got enough blowback that they stopped. When changing client status to Final they were caus... read more
I am having issues with DMS data from one client disappearing and reappearing on another client number. This all started a few years ago when I set up a new cli... read more
US taxpayer marries non-US citizen nor Green Card holder, family living overseas and have a child. Have the W-7 and supporting paperwork to add to the paper ret... read more
Does anyone have any suggestions to measure and monitor turnaround time for tax returns using Lacerte and/or Intuit Link? For example, if a tax return is sittin... read more
I don't have an EFIN and I want to E-file my return. I have completed my return using my Lacerte tax software. Are there E-file providers using Lacerte that I c... read more
Does anyone have a solution to the Oregon 706 and attachments? Am I just not finding it in Lacerte? If no solution in Lacerte, any help w/ Oregon forms? I found... read more
Our office has now had 2 clients the used the Lacerte 2024 CA Form 3893 (PTE) to pay their PTE payment. Both clients payments were supposed to be applied to the... read more
How can I keep federal dividends from 1041 K-1 from carrying to the PA tax return, as the PA income from estates and trusts is carrying to the PA return, thus c... read more
Lacerte rejection says filing authority already received an electronic original filing (and it wasn't me). Lacerte is closed for holiday. What do I do?
I have tried to install 2023 Lacerte tax programme on my desktop, however there is a "Runtime error 217" error pop up during the installation process. Eventuall... read more
I want to set up electronic payment of the remaining 2024 federal ES payments now (6/15/24) for the remaining 3 payments. The 2023 federal return has already be... read more