What am I missing, why is the Multi State Summary continuing to show up as a critical diagnostics, it's a WORKSHEET that does not get filed?!I've been watching ... read more
intuit expects us to give a 1040 tax return to a client now THEN PREPARE a 2026 estimated worksheet later, maybe weeks later??!?!?File: Not Lacerte 2026.
Is Lacerte going to update to automatically pull this information to K-1s in line with the new IRS form instructions? There are manual input screens where this ... read more
I'm not the type to yell at kids to get off my lawn, but this change in practice strikes me! Am I old in thinking that a manual import is better? That the kids ... read more
Had this issue yesterday and I decided to take my clients word on this issue. Based on ten years of knowing this client, I find her to be trustworthy. Also, bas... read more
I am trying to file a final return after the sale of property. Proceeds are to go to 8 different individuals according to trust documents. Trust pays all taxes ... read more
Had an issue today where before or during the update it started to reroll clients. We stopped it but it had gone over some filed returns that I had to recover. ... read more
FYI: critical diagnostic on Missouri returnsThe sum of Capital Gain Subtraction on Form MO-A cannot exceed the amount of capital gain reported on the Federal re... read more
Well the California Form 568 was finally released but the California Form 541 has still not been approved so here we go again!! Cash flow is still very tight! I... read more
2025 Lacerte it is not bringing over client name or emails in the integrated Docusign module. I have had to type them in every time I need to send a Docusign re... read more
It seems as though every time there's an update to Lacerte my display settings change to something extremely random. It's time consuming to have to go into each... read more
