I need to send my LLC clients a letter regarding the new Corporate Transparency Act requirements for Beneficial Ownership Interest reporting (and that, for legal and liability reasons, I won't be doing them).
All of my LLC clients are single member LLC's, and they all filed a CA 568. But only some of my Schedule C clients have an LLC, so I can't use a search for Sched C to find the LLC's (and some of the LLC's are from Schedule E).
Is there an easy way to have Lacerte search for those clients that had a CA 568 filed in 2022? I've tried database reports, etc and can't find anything that works.
Thanks!
Best Answer Click here
2022
Set view to "all clients"
Under Filters
Open up California LLC e-file Status
Choose "Accepted" to see clients with Form 568 accepted, or other applicable status
Hope this helps.
Paging @George4Tacks
I believe a custom filter can be set up (Lacerte used to have a preset for this, but eliminated it a few years ago).
But after so, so many decades of using Lacerte I still struggle with the filter process/set-up. I think George is conversant in it.
2022
Set view to "all clients"
Under Filters
Open up California LLC e-file Status
Choose "Accepted" to see clients with Form 568 accepted, or other applicable status
Hope this helps.
Thanks!!!
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