When attempting to open years 2017 through 2020 and occasionally 2021, I get a message that indicates I do not have credentials to open it. I can open 2016, 202... read more
I often get my DocuSign e-signature back and it says at the top "At least one signature is invalid". I know the right person received and signed it. Why does th... read more
For the 4th time this year, a client has sent me their TurboTax .tax2002 file, and when I try to convert it to Lacerte, it comes back as saying the data file is... read more
Lacerte programing staff - PLEASE add the ability to us to use the Promise Date field and the Priority fields on our client list screens, and the Custom report ... read more
Ohio taxpayer received a California K-1 showing $1,932 estimated tax payment was made by the partnership. K-1 says to report on line 82 of tax return and write ... read more
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