I have a client who was advised by his attorney to put his children on the deed to his home with him having life use. This is common here in NY State to prevent... read more
My client passed in 2024. Her 2023 return had a capital loss carryover. When preparing her 2024 (final) return, Proconnect is only recognizing the usual $3k (li... read more
I am working on a budget for a NFP client. I created a budget in Excel that includes Revenue and Expenses based on historical data. When I emailed the budget, o... read more
I have an app that I developed to automate data entry into lacerte, we have been using it since 2019 and i have the Lacerte ODBC drivers to do it. I can push nu... read more
Hi everyone, I hope you enjoyed the holidays.On the new version of Form 1040, it states: "If treating a nonresident alien or dual-status alien spouse as a U.S. ... read more
Not clear when, but there is an update to the Lacerte SDK.https://developer.intuit.com/app/developer/lacerte-sdk/docs/lacerte-get-startedI have not installed or... read more
Latest Update: Version 45.0006Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature en... read more
When I tried to print a W-3 for 2024, it has the year 2014 on it. Has anyone else had this issue? When will it be fixed? There are no updates available yet.
Is anyone else having an issue with Intuit Link only going to the primary taxpayer? Sometimes the spouse is the one that manages the documents. The work around ... read more
I've been using ProSeries on standalone computer for several years. Last year I downloaded ProSeries 2023 software without any issues on the same computer I am ... read more
I used the batch email feature to send out my client checklists - similar to what I've done the last several years. However, this year I have heard from many cl... read more
Hello,My yearly pain of sending the client checklistProseries says "Cannot create a file when that file already exists"Using Outlook classic 64bit checked.
IntuitGabi Community Manager Lacerte Taxposted Nov 12, 2024Last activity Jan 9, 2025 by IntuitAlicia
