Does anyone have experience loading Lacerte Desktop 2024 onto the new Microsoft Surface Pro laptops with the new ARM Snapdragon chip? Our firm is looking to rep... read more
I installed 1120S /CA and now i have keyed in data even though not allowed to efile yet. After prepare Fed 1120S and clicked on State and not see CA . Any one h... read more
When I open Lacerte there is a pop up box for Intuit Tax Advisor that opens over Lacerte. It locks up my entire computer and I have to restart. It is happening ... read more
I have a grantor trust who's primary income is a residential rental. The Form 1041 in ProSeries Pro 2024 does have a Schedule E available. Where do I enter th... read more
Intuit Link is giving me an error on a couple of my clients indicated that "The client’s email address has been changed and needs to be updated within Intuit Li... read more
The Intuit Link feature will create a Checklist specific to the client of documents for them to provide. How can I access/print this Checklist without sending a... read more
Would like to run a Custom Database Report to see which clients have an IRS PIN from prior year. But IRS PIN is not a custom field under Custom Reports all oth... read more
I have a few new clients who have self prepared in past years in turbo tax. I listened to a Lacerte webinar that mentioned there was a way to import data from ... read more
Is there a way to identify which 2023 clients has excess mortgage interest that was pro-rated? I don't see any field in database reports that I can use.Alternat... read more
In Lacerte 2024 had the program open and went back to it after a while and there was a popup asking me if I would recommend Lacerte Hosting which I do not have ... read more
Client made estimated tax payments . But will have a huge loss . Where in Lacerte can you mark to keep estiamted payments/ roll over to 2024 amounts due?
Anyone else have a problem with Lacerte 24 where you cannot select any individual filing clients from the all clients view?I can select all my business and corp... read more
Every year from late-Nov to mid-Jan the IRS and various states/cities shut down for annual maintenance. As such, I cannot transmit estimated payments through La... read more
