What is the differnce in the complete, condensed and partial organizer.I am getting inconsistent responses on several clients.I would prefer to show all info fo... read more
Starting in 2025, the maximum employee SIMPLE deferral is higher if the employer has 25 or fewer employees making at least $5k. If I enter "1" (maximum) for "Se... read more
Heads up to those filing OR returns...The Ethnicity Codes on this darn OR-VSI form are different as of 2025, but the codes are proforma-ing from 2024 and are li... read more
It appears the 2025 tax organizer has not been updated to deal with the OBB Act changes such as deductible automobile loan interest expense deduction, etc.Is th... read more
Does anyone use E-signatures for their own firm's engagement letters?We have over 800 clients to send Engagement letters too and we have been shown how to uploa... read more
Latest Update: Version 46.0115Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature en... read more
Our technology people recently installed Lacerte 2025. We did a transfer from 2024 to 2025 of two clients in Individual.We noticed when we try to select a clien... read more
I'm not sure if anyone else has experienced not being to print to PDF while using a Parralle's on Mac Windows Virtual Machine due to the driver for Lacerte Tax ... read more
Has anyone noticed that the 2025 Sch H is not correctly calculating the FUTA for CA employeesIt is showing a credit reduction of $63 per person rather than $84.... read more
Exempt Org, Gift and Estate modules are not "live"/accessible on my 2025 Lacerte software and cannot proforma the exempt and gift returns over from 24 to 25. We... read more
Hi all,Regarding the NYS inflation checks, NYS instructions specify "Ifyou received an inflation refund check from the Tax Departmentandincluded the check amoun... read more
New user is not getting invite email with numerous attempts being made. Users email is working flawlessly, accepts email from everyone including Intuit.
Hey everyone,It seems like it should be easy to do, but I can't turn off AutoPay nor can I update the payment method. Anyone know how to do it?Katerina