@IntuitGabi
We have been dealing with this issue for most of this filing season. A few weeks back, Lacerte gave us a box to check that would exclude Form 05-166 Texas Affiliate Schedule when filing a combined group that only needs to file Form 05-102 Public Information Report. So we "processed" a lot of returns for client review & signature and we now are getting those signed authorizations back and ready to actually e-file the returns. However, the diagnostic is BACK and the check box is GONE!!! This is a critical diagnostic that gives us NOTHING on how to resolve the issue. We are now 3 weeks away from the Filing Deadline for these reports and can neither file them nor file an extension for them. SO VERY FRUSTRATING. Anything you can do on our behalf to reach out and find a solution for us or an anticipated fix date would be GREATLY appreciated!
Critical Diagnostic Warning "e-file: If your combined group's total revenue for the year is less than $2,470,000, you do not need to file a Tax Affiliate Schedule (Form 05-166) or Common Owner Information Report (Form 05-177) alone. If you are filing electronically, make sure to exclude these forms before filing any information report. If you do need to file those forms, you can include them with the return by overriding the franchise tax calculation method and file it as a conventional paper return. (ref #60174)
How do we exclude these forms so that the software will allow us to efile the REQUIRED Forms 05-102?????
Form 05-166 is AUTOMATICALLY generating and there is apparently NOTHING we can do to make it go away.
