It is great to know what ProConnect & QuickBooks is linked. So the data can be easily moved from Books to Tax and autoFill the business return form.But what if ... read more
We would like to be able to print all clients driver's license information without having to open each file.1) NYS does not allow for year to year transfer of d... read more
Proseries Pro is severely missing the Schedule K-1 Package for Forms 1065, 1120S, 1041 that appears to be in Lacerte.As of now, there is no way to organize / pr... read more
Has anyone else have any clients that have recently received a notice from the IRS addressed to the estate of (deceased taxpayer) stating that a form 1040 was f... read more
I entered K-1 income from an LLC for a client who normally qualifies for the earned income credit. The amount entered exceeded the $11000 threshold for investme... read more
I have a general partnership that is dissolving. Instead of selling the assets the partners will be splitting them. How do I make the entries in ProSeries for t... read more
My client received a Truck distribution from his S corp. I recorded the property distribution on the K-1 and the deemed sale at FMV. The truck is fully deprecia... read more
The following diagnostic is generating: Total functional expenses, Form 990, Part IX, column (A), line 25, does not equal the sum of columns (B), (C), and (D). ... read more
My client got a notice from the California FTB state he owes $34.51 in interest and penalties. He will pay it.Are Lacerte's underpayment and late payment penalt... read more
My client lost a rental house in 2020 in the Slater Fire. She received $ from the insurance company and it was reported in the 2020 tax returns. Now, she is par... read more