Can you re-arrange assets on the same schedule without deleting them/copy and pasting them in?For example if I want item 20 to be brought up to item 3, within t... read more
S Corp with multiple shareholders. 1 shareholder contributed personal assets, no others did. In the following year, some of the assets were stolen. Is there a t... read more
Why is Lacerte forcing you to get REP access on returns just to calculate? This is happening on some returns that have already been efiled or paper filed. We al... read more
Each year, I prepare a list of fees charged for each client, to be modified and used in the mail merge of my Client Letter for the following year. I need it in ... read more
Is there a way to allocate the depreciation on page 10 line 22 of the 990 between program and management/general? Right now the total is right, but there's noth... read more
Hi all.Edited to add: The paragraph shows up on the form "Federal Supplemental Info," and the CPA says that won't work because it was originally shown as a Fede... read more
Any thoughts on giving financials in Excel to a payroll auditor for the Employment Development Department? This audit concerns worker classification. Much appre... read more
It would be very helpful if Lacerte added automatic penalty and interest calculations for Oregon Forms MET, MC, Corporate Activity Tax CAT, and Oregon PTE-E.The... read more
See the image below of the Lacerte Tax Planner Summary page. Note that the tax bracket doesn't shift to the 22% bracket until the taxable income is pushed to $1... read more
I've had a couple of extension filers get letters informing them of interest and penalties due.They owed more than $1000 ($500 California), and I discovered tha... read more
Hello Professional Friends (users' of Lacerte Tax Program):I am looking for a quick guidance on the following unique K-1 Income/(Loss) situation:Situation ANeva... read more
Does anyone know how to cancel NYC estimated tax payments that have already been filed through the Lacerte Efile wizard. The taxpayer had to close the bank acco... read more