I determined today after trial and error and manual calculation that the Lacerte Planning Software is using the 2024 Thresholds for phase out of QBI, at least f... read more
Is there a reason that Social Security does not appear in the E-Organizer? The clients have been confused when it is not there to add and they had it the year b... 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
I am not a fan of Intuit since it is a monopoly - I want to make that clear.However, Patrice was excellent and extremely HELPFUL, which more often than not is n... read more
I have a 1041 K-1, 1065 K-1 and a 1120-S K-1 for an Individual 1040 Tax Return, but it won't let me import it directly. Based on other sources, it appears I hav... read more
The 2025 return requires us to answer if a dependent is a full time student or not. It would be helpful if that box was in the Organizer with the dependent info... read more
I know this is likely due to the silent beast that is the IRS at current, but is Lacerte able to provide any official updates about when 1040 e-filing will be s... read more
When Lacerte's update dialog notice appears, it shows in the lower right-hand portion of my Lacerte window/screen. It greys out the screen until I click on the ... read more
Latest Update: Version 45.1113Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature en... read more
