The current default is Client Copy Return for (client number). I would like to know if it is possible to change the default to be Client Last name, Client First... read more
It looks like Lacerte has added the SS Deduction on Sch 1-A but it isn't showing up on the Summary Page. Does anyone know if that will add to the Standard Deduc... read more
new client come with pdf tax return of prior year we are preparing this year tax return is there anyway i can upload that return so all data come in this year r... read more
I have not found a way to print a list for the missing emails to give to the PARTNERSHIP - so they know who to contact to get updates.All it needs to show is pa... read more
New user is not getting invite email with numerous attempts being made. Users email is working flawlessly, accepts email from everyone including Intuit.
My C-Corp client FINALLY received their ERC refund in July 2025. We chose not to amend the Corp tax returns (to reduce the wages reported) until after the refun... read more
I use the export to file feature in order to export some client info to an excel sheet in order to make an internal document to go with our workpapers. Because ... read more
I like many others are pretty upset, that no Lacerte alert went out that Lacerte was shutting down the efiling prior to the IRS shut down date. I had two return... read more
ON THE W-2 AMOUNTS, IS ANYONE ELSE HAVING TROUBLE WITH THEM PRINTING THE 0'S AFTER THE DECIMAL POINT?IS THERE GOING TO BE AN UPDATE THAT FIXES THIS ISSUE, OR IS... read more
I am coming into a firm as a new preparer. I am trying to copy/importing info from one tax year to the next to do practice returns. I would like instructions on... read more
How do I change the Kicker percentage in Lacerte? Or is that a Lacerte issue? The percentage currently is showing up around 44% and it is supposed to be 9.863%.
Over time, the table editor that puts in all the information of payers has gotten pretty full and needs to get cleaned up. My question is, If we go in and delet... read more
Never had this issue before, but tonight I logged into my Lacerte 2024 software and when I tried to backup a file, once the BACKUP CLIENTS file comes up the ent... read more
I've talked with Lacerte directly and have been informed that we cannot change the filing instructions delivered by Lacerte - nor can we add an additional filin... read more
