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How do I include FTB 3586 with the Client Copy of S-Corporate Tax Return. do not see anywhere on the Options:Items to Print to add the current payment voucher.

ChristiACPA
Level 2
 
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1 Solution

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ChristiACPA
Level 2

I found solution, in any module to have all current and future vouchers print with the client copy of return, do the following:

Settings/Options/Items to Print/Select Client (on left side), scroll down to Separately Filed Forms and check box/under that section you will find State Separate Forms and check box. 

I cannot take credit. I got a very diligent Lacerte agent who got me the answer so we can complain when we don't get service but we should acknowlege those who get it done! 

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6 Comments 6
Karl
Level 8
Level 8

If it's displaying in Forms, then I think it's in your print settings.Capture.JPG

*If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*
ChristiACPA
Level 2

Thank you for adding that. However, that is for the FTB 100-ES. The FTB 3586 is the payment voucher for the prior year (2023). That is the one I cannot locate the selection. 

abctax55
Level 15

I've used Lacerte for decades; I've never found a way to have it automatically included.  

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
ChristiACPA
Level 2

Thank you. I'm trying SafeSend this year and that is a problem. I have to use the Client Copy and I must include all vouchers. I guess I'll have to manually enter it. Very disappointing! 

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abctax55
Level 15

I don't use SafeSend, so can't help ya'

My m.o. is to go to 'print > partial return and select those PITA things that I can't get Lacerte to do automatically.  I have my staff trained on this; it creates a PDF that is password protected (if you select the e-mail option).  We call it "action items" when we send it out to the client.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
ChristiACPA
Level 2

I found solution, in any module to have all current and future vouchers print with the client copy of return, do the following:

Settings/Options/Items to Print/Select Client (on left side), scroll down to Separately Filed Forms and check box/under that section you will find State Separate Forms and check box. 

I cannot take credit. I got a very diligent Lacerte agent who got me the answer so we can complain when we don't get service but we should acknowlege those who get it done! 

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