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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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Scan import
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mhullen
Level 1
03-13-2020
05:57 PM
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Lacerte scan/import is creating duplicate entries for DIV, INT, 1099R, and Social Security entries. Also creates duplicate tax import files for all individual clients at the conclusion of the import. We are not new to scan import but this is the first year we have experiences this issue. Anyone else run into this? We are going to discontinue importing until we have a solution.
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MartinHartwig
Level 1
03-30-2020
10:32 AM
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We are experiencing duplicate tax import bookmarked files being placed in DMS, happens 100% of the time. But have not experienced duplicate postings going into the Lacerte program.
