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Pre-Fill State PTE Representative Data

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Pre-Fill State PTE Representative Data

sarah2

Would like to see Lacerte auto-fill the state PTE (Pass-Thru Entity) representative data for Partnerships and S-Corps.  Wisconsin has newly required this for 2024, even when it doesn't apply.  The issue is, it's all information that is already in Lacerte: Name, address, telephone and e-mail.  An auto-fill would be helpful and maybe with an Informational Diagnostic to double check that the pre-filled data is correct.

Thanks for the idea to auto-fill the state PTE (Pass-Thru Entity) representative data for Partnerships and S-Corps.  We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >>  Lacerte Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Status: Open for voting
0 Votes
Vote now if this is a good idea
1 Comment
Intuit_Ruben
Moderator
Moderator
Status changed to: Open for voting

Thanks for the idea to auto-fill the state PTE (Pass-Thru Entity) representative data for Partnerships and S-Corps.  We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >>  Lacerte Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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