Lacerte programing staff - PLEASE add the ability to us to use the Promise Date field and the Priority fields on our client list screens, and the Custom report ... read more
Hi everyone.A new client came to me to file Form 1040-X regarding unreported cash income for 2020, 2021, and 2022.The cash income amounts to around $7,000 for e... read more
Forgive me if this comes off as dense, but is it safe to assume there is no special election or filing requirement when a cost segregation has been performed (o... read more
I am having issues with DMS data from one client disappearing and reappearing on another client number. This all started a few years ago when I set up a new cli... read more
Two clients NJ estimated tax payments for 2024 did not process through the clients' bank accounts on June 17 and are now delinquent, had one client pay via dire... read more
Ohio taxpayer received a California K-1 showing $1,932 estimated tax payment was made by the partnership. K-1 says to report on line 82 of tax return and write ... read more
When are you folks going to fix the Additional Information (last page) of the Fiduciary organizer? It's been broken for three or four years now.It is NOT suppos... read more
Has anyone else seen this...seems to be an error, but I am having no luck getting Lacerte to correct.Self-employed individual (Sch C) has health insurance throu... read more
The K-1N (Nebraska) on an 1120S I'm working on is pulling incorrect numbers for an unknown reason. The numbers showing on the form are incorrect, not relevant t... read more
Hi there,Have any of you had issues with the Yearli software? We have used it for multiple clients without much problem- except for one that sporadically have h... read more
Greetings,An associate has a tremendous problem with their eFIN. They have been in practice as a CPA for many years and in good standing all around. In a nutshe... read more
How do you change basis of depreciable assets? My survivor is the spouse who was also a partner. Looks like all assets will have to be "sold" as of date of deat... read more
I am working on a return where there are 12 partners. One of the partner's died mid of the year and his share is distributed equally to the other family members... read more