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- Exempt Org, Gift and Estate modules - not able to proforma 2024 to 2025
Exempt Org, Gift and Estate modules - not able to proforma 2024 to 2025
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BeckyO
Level 1
01-11-2026
03:46 PM
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Exempt Org, Gift and Estate modules are not "live"/accessible on my 2025 Lacerte software and cannot proforma the exempt and gift returns over from 24 to 25. We do have these as REP returns but are on a charge to CC as the returns are commenced. Does anyone else have any issues with this - or did I miss a key piece of communication somewhere along the line?
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3 Comments 3
abctax55
Level 15
01-12-2026
11:36 AM
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Did you select those modules when you downloaded the 2025 software?
If not, run WebSetUp again (maybe thru ToolHub but I'm not sure it is functional yet for 2025) & be sure to select those modules.
HumanKind... Be Both
