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
Does anyone have a workaround for printing to paper and Canopy other than printing returns to a printer for the client and then reprinting to Canopy?Franky, I w... read more
I have client who made a payment with his extension. He then proceeded to make an additional payment after the extension date (but prior to the October filing d... read more
Does anyone know of a way to easily find all returns that are marked as final? Best case scenario is that I could export a list to excel of all of these returns... read more
I have a client that moved money they had in an IRA to an IRA in a different bank. They received a 1099-R from the bank it was moved from with a code '7' in box... read more