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Lacerte Tax

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View the hot topics page here to see a compiled list of our trending topics...

Tax Topic: Schedule K-1

View the tax topics page that covers the most commonly asked questions arou...

Lacerte Microsoft Windows 10 Deprecation FAQs

With Microsoft's announcement that Windows 10 will reach end of support on ...

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Tax Workflow automation recommendations

Has anyone here heard of or used Truss for tax workflow automation. https://gettruss.io/ We currently use Lacerte and SmartVault but are exploring AI capabiliti... read more

Kathleen1 Level 5

Lacerte Tax

posted Jun 27, 2025

Last activity Jun 28, 2025 by TaxGuyBill

2 5
how do I attach the officer compensation schedule to form 199?

how do i trigger the officer compensation reported on the 990 to flow through and reported on for 199?

Carolyn.delamerced Level 1

Lacerte Tax

posted Jun 4, 2025

Last activity Jun 28, 2025 by Karl

1 1
Auto Update Feature Not Convenient

The problem with the auto updates is that the notices are off center in the very lower right hand corner of the screen. Very easy to overlook especially if usin... read more

sanderson16 Level 1

Lacerte Tax

posted Jun 6, 2025

Last activity Jun 28, 2025 by Karl

2 1
11929

The following diagnostic is generating: WITHHOLDING ON EFILE W-2'S DONT MATCH FORM 1040 - PAPER FILE REQUIRED

SEYMOUR GOCHAY New Member

posted Jun 6, 2025

Last activity Jun 28, 2025 by Karl

0 1
Married separate to married joint on Lacerte

Hi all,In all this time of doing returns, I have never had to do an amendment with married separate going to married joint. I have the husbands return and have ... read more

Drphibes Level 7

Lacerte Tax

posted Jun 4, 2025

Last activity Jun 28, 2025 by Karl

0 1
What Trustee Right would limit permissions to client bank info

Does anyone know what Trustee Right would limit our Lacerte users ability to change the clients bank account direct deposit information?Thanks!

tech99 Level 1

Lacerte Tax

posted Jun 24, 2025

Last activity Jun 28, 2025 by Karl

0 1
Original 4868 was filed in the 1040 e-file not the extension. Now tr...

BKuzemka Level 1

Lacerte Tax

posted Jun 27, 2025

Last activity Jun 27, 2025 by PhoebeRoberts

5 1
Lacerte Microsoft Windows 10 Deprecation Details

Microsoft has recently announced Windows 10 will reach end of support on October 14, 2025. The current version, 22H2, will be the final version of Windows 10, a... read more

IntuitAlicia Employee

Customer Corner e-file Helpful Tips Lacerte Tax Update

posted Apr 28, 2025

Last activity Jun 27, 2025 by IntuitAlicia

1 2
Lacerte Microsoft Windows 10 Deprecation FAQs

With Microsoft's announcement that Windows 10 will reach end of support on October 14, 2025, we have compiled some frequently asked questions to assist you in m... read more

IntuitAlicia Employee

e-file Helpful Tips Lacerte Tax Update

posted Jun 27, 2025

Last activity Jun 27, 2025 by IntuitAlicia

0 1
Why doesn't the investment credit flow to the K-1?

cvitale Level 1

posted Jun 26, 2025

Last activity Jun 26, 2025 by George4Tacks

3 1
2024 Lacerte Tax Program Update is Live and Available for Download (...

Latest Update: Version 45.0625 - Release 8.5Check out modules below to see what updates have been released in this version of your software. (e.g., recent chang... read more

hp.not_applicable

Lacerte Tax

posted Nov 12, 2024

Last activity Jun 25, 2025 by IntuitAlicia

0 52
How do I type in a statement showing the taxpayer elects to carryfor...

Is it necessary to have a statement showing the amount of NOL to carryforward to next year?

kim13 Level 1

posted Jun 25, 2025

Last activity Jun 25, 2025 by PhoebeRoberts

4 1
Lacerte 2024 Release 8.5 Changes to Background Updater

Scheduled to release later today, June 25, 2025, Lacerte Release 8.5 will introduce changes to the Lacerte Background Updater.These changes include;Updates Read... read more

IntuitAlicia Employee

Lacerte Tax Update

posted Jun 25, 2025

Last activity Jun 25, 2025 by IntuitAlicia

1 1
line # for loss carry forward on 1120 form

where to put loss carry forward on 1120 form

luthercfo Level 1

posted Jun 25, 2025

Last activity Jun 25, 2025 by PhoebeRoberts

2 1
Lacerte Hosting experience

Looking for anyone willing to share your experiences regarding the official Lacerte hosting environment. We are considering it but getting references from curre... read more

RF Level 3

Lacerte Tax

posted May 2, 2023

Last activity Jun 25, 2025 by HenryGroft

17 17