Proseries basic "forms in use" is not pulling down readable form lists?Any advice how to adjust settings to have this work?It works in 2022 version, but not 202... read more
Why did Lacerte not inform us of the date they stopped e-filing. Terrible, I was waiting for some permission until that date and now can't efile . I would have ... 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
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
After updating the program, it is printing the 2025 W3, but is not allowing the printing of 2025 W2s.It will generate an EF, yet nothing happens when the "print... read more
After the updates for 2025/2026 we have been experiencing a glitch with the A/R module. All entries post properly to the A/R general ledger, but they do not all... read more
Hi, I have a new corporate client with tax year beginning August 1, 2024 and ending July 31, 2025. I prepared the federal return on the 2024 ProSeries program, ... read more
Filing a 1041 for a revocable trust that became revocable when decedent passed on 10/16/24We filed a 645 election to combine estate + trust 1041 filing + to ele... read more
I have two virtually identical 1041 tax returns. Both are "complex trusts" Both are small trust, with very little dividend income, but the income was not distri... read more
You need to use the "Alert" functionality that is within the ProSeries software to inform your users of upcoming efiling shutdown dates. I had checked in advanc... read more
The 2025/2026 EasyAcct release is a new annual product purchase (not a routine update). After installing it to replace 2024/2025, the bank reconciliation screen... read more