Hello Fellow Accountants! Our office is looking to ramp up our security, and are looking at physical security passkeys (such as the YubiCo Yubikey). I am wonder... read more
What is the differnce in the complete, condensed and partial organizer.I am getting inconsistent responses on several clients.I would prefer to show all info fo... read more
Starting in 2025, the maximum employee SIMPLE deferral is higher if the employer has 25 or fewer employees making at least $5k. If I enter "1" (maximum) for "Se... read more
Heads up to those filing OR returns...The Ethnicity Codes on this darn OR-VSI form are different as of 2025, but the codes are proforma-ing from 2024 and are li... read more
Our technology people recently installed Lacerte 2025. We did a transfer from 2024 to 2025 of two clients in Individual.We noticed when we try to select a clien... read more
Does anyone use E-signatures for their own firm's engagement letters?We have over 800 clients to send Engagement letters too and we have been shown how to uploa... read more
Has anyone noticed that the 2025 Sch H is not correctly calculating the FUTA for CA employeesIt is showing a credit reduction of $63 per person rather than $84.... read more
Hi all,Regarding the NYS inflation checks, NYS instructions specify "Ifyou received an inflation refund check from the Tax Departmentandincluded the check amoun... read more
On the 2025 1065 Form 8825, the line for "Taxes" has changed to "Real Estate Taxes". Prior to 2025, I was including the property taxes, California LLC Tax, and ... read more
I noticed the state driver's license information is not being carried forward when proforma is done.Please fix this. Every key stroke matters. Having to rekey i... read more
I'm not sure if anyone else has experienced not being to print to PDF while using a Parralle's on Mac Windows Virtual Machine due to the driver for Lacerte Tax ... read more
Exempt Org, Gift and Estate modules are not "live"/accessible on my 2025 Lacerte software and cannot proforma the exempt and gift returns over from 24 to 25. We... read more
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
