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
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
For the 4th time this year, a client has sent me their TurboTax .tax2002 file, and when I try to convert it to Lacerte, it comes back as saying the data file is... read more
Why am I having to update every extension I filed back in April when it comes time to file the client's actual return? It is giving me the message Efile of fede... read more
I have a new client that is a sole proprietor who sells art. She works out of a stand-alone studio on the family property owned by her and her husband. They put... read more
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
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
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