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
Hello tax experts,A client is thinking of moving to Texas from California and establishing permanent residency there. He wants to know if he will be taxed on ce... read more
Penalty is being imposed on me to file BOIR on January 11, 2025. There should be no penalty prior to January 13, 2025. Is anyone else having this problem?
