How do I change the Kicker percentage in Lacerte? Or is that a Lacerte issue? The percentage currently is showing up around 44% and it is supposed to be 9.863%.
Over time, the table editor that puts in all the information of payers has gotten pretty full and needs to get cleaned up. My question is, If we go in and delet... read more
Never had this issue before, but tonight I logged into my Lacerte 2024 software and when I tried to backup a file, once the BACKUP CLIENTS file comes up the ent... read more
I've talked with Lacerte directly and have been informed that we cannot change the filing instructions delivered by Lacerte - nor can we add an additional filin... read more
Hey everyone,It seems like it should be easy to do, but I can't turn off AutoPay nor can I update the payment method. Anyone know how to do it?Katerina
My client received a Form 8986 Partner's Share of Adjustments to Partnership-Related Items for an old conservation easement investment. It is for the tax year e... read more
I have proforma'd all modules to Lacerte 2025, no problems. But when I go back into Fiduciary and Tax Exempt modules, the program is re-transferring all clients... read more
Am a 1st time Lacerte user - CPA for 55 years using other software - wish to access the only return I've commenced preparation in Lacerte - a Form 706. Have man... read more
A 17 year old inherited a portion of her Father's 401K. She has already put this into an IRA. Her Father died in 2025. What are the rules for this IRA.
Is it just me or did Lacerte and Intuit drop the ball on their e-file shutdown? I don't remember seeing an email, a banner, or it mentioned on their December De... read more
The IRS has introduced a distribution Code Y to indicate a QCD (and then in October made it non-mandatory, but still available).Nevertheless, I don't see it in ... read more
My rankings. Interested in yours.1.Income Tax Advisor2. Tax Planner3. 2025 Lacerte Tax softwareEach has pros and cons:ITA. Con: state inputs and reports, especi... read more
