Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- Re: Merging Clients
Merging Clients
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
Mel24
Level 2
03-04-2022
01:02 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Hello! I have 2 individual 1040 clients who got married, is there a way to merge the spouse onto the taxpayer. They are rather large returns with lots of carryovers and depreciation schedules. Please tell me 🙂
Labels
This discussion has been locked.
No new contributions can be made. You may start a new discussion
here
2 Comments 2
IRonMaN
Level 15
03-04-2022
01:06 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Nope. Keep the client file with the most stuff and manually add the spouse.
Slava Ukraini!
joshuabarksatlc
Level 10
03-05-2022
01:25 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
is there a way to merge the spouse onto the taxpayer
YES. Definitely, 100%. I call her my executive assistant. She is well trained for Lacerte gigs like that.
Years ago (still DOS days for Lacerte), my niece, CS major, MIS minor, offered to help me customizing software utilities, including this type of merging (also for several accounting software, Solomon, CYMA etc.) She did it as a project for her master's. I found the time incurred for correcting bugs and cleaning up would be better used for Bourboning. The follow year, she (half jokingly) asked to continue the work at pretty much my billing rate. I thanked her. And that was that.
In case you're curious, she's now a big shot in Fin-Tech, whatever it is. She says I owe her some sweat equity. I told her she owes me her career.
Oops, @IRonMaN I'm over 5 lines...
I come here for kudos and IRonMaN's jokes.
