I am trying to file a final return after the sale of property. Proceeds are to go to 8 different individuals according to trust documents. Trust pays all taxes ... read more
Had an issue today where before or during the update it started to reroll clients. We stopped it but it had gone over some filed returns that I had to recover. ... read more
FYI: critical diagnostic on Missouri returnsThe sum of Capital Gain Subtraction on Form MO-A cannot exceed the amount of capital gain reported on the Federal re... read more
Well the California Form 568 was finally released but the California Form 541 has still not been approved so here we go again!! Cash flow is still very tight! I... read more
2025 Lacerte it is not bringing over client name or emails in the integrated Docusign module. I have had to type them in every time I need to send a Docusign re... read more
It seems as though every time there's an update to Lacerte my display settings change to something extremely random. It's time consuming to have to go into each... read more
I have a federal taxable pension that is not taxable to Rhode Island. I have put -1 in the line for state income if different. Program is not subtracting that p... read more
Error is Error while getting Calculation Data from engine 41224or whatever client number it has. It does it sporadically. If I get that error, i can restore the... read more
I've failed on both Fidelity and Morgan Stanley, stating that there is no tax form for the account, or that there are no accounts of the correct type. I don't s... read more
Just efiled a 2025 partnership return (yay first one finally). The efile acceptance letter prints out "Dear Dear Bob," Why the two "Dears". How to correct. I ca... read more
