After recent updates,When I import tax's e-organizer, I received the following error message:"Not able to open E-Organizer data, The firm number attached to thi... read more
I have a new partnership that formed using equipment previously depreciated by the partners. The fair market value of the equipment is $281,500 and my adjusted ... read more
WHEN CAN WE EXPECT THE 2026 1040 ES ADDRESS TO BE CORRECTED FOR CALIFORNIA RESIDENTS IN LACERTE???WHY IS THIS TAKING SO LONG? WHY DON'T WE HAVE THE OPTION TO ED... read more
I'm filing a final C-Corp tax return for 2025. The form instructions say to present on Schedule L the balance sheet prior to final distribution to shareholder. ... read more
California changed the SOS file numbering format for LLC's changing from a 12 digit numeric file number to a 12 digit alphanumeric file number. Lacerte is gener... read more
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.
When I send a .pdf of the tax return to the client, I am unable to move the Payment Voucher(s) to the front where the client will be more likely to see them. Ri... read more
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
