I think there is a big opportunity to create an overview tax report for a client. It would show the base information about a given return - Total income, AGI, D... read more
The K-1 (1065) is showing a gain on the sale of client's partnership interest on line 9a. This amount is the gross taxable amount. I can not figure out in ProSe... read more
One shareholder (called 'A') wants to limit salary to the SocSec limit (to save PR taxes). I told him that reasonable compensation doesn't consider this factor;... read more
This is new, and has to be entered manually. When entering client address, if you enter zip code, city/town name shows automatically. Why does county name not a... read more
I have proforma'd all modules to Lacerte 2025, no problems. But when I go back into Fiduciary and Tax Exempt modules, the program is re-transferring all clients... read more
Is it just me or did Lacerte and Intuit drop the ball on their e-file shutdown? I don't remember seeing an email, a banner, or it mentioned on their December De... read more
I have never filed an amended return via ProConnect and want to see if there is a way to confirm what data is being transmitted.What section of ProConnect verif... read more
