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With the 7/31 Form 5500 deadline nearing, we've put together a list of resources to help you during this deadline period.
With the 7/31 Form 5500 deadline nearing, we've put together a list of resources to help you during this deadline period.
- Intuit Accountants Community
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- Lacerte Tax
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- Lacerte Tax Idea Exchange
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- Diagnostics - To Do: Missing Items
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Diagnostics - To Do: Missing Items
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Diagnostics - To Do: Missing Items
Diagnostics - To Do: Missing Items
Submitted by JB2024_ on 05-09-2024 01:53 PMIt would be great to see this tool under Diagnostics for Missing Items not addressed on current return compared to prior return. It can be called To Do - it is a great tool for a preparer and reviewer to contact client for any missing items. For example, diagnostic will determine that prior year had Insurance listed on schedule E and there is non on current return.
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