I've had two clients who have owed tax receive the attached letter from the IRS (appears legitimate...maybe looks are deceiving). Both confirmed that the amount... read more
I need to find all clients(create a list) that had social security entered on their 2025 returns (SSA-1099). How can I add this as a column on my homebase view... read more
Can someone please point me to where I enter CA amounts from investment partnerships that flow through a 1065/565 to individual partners? Two "advisors" at Pros... read more
We have multiple clients that received CP53E letters stating that they could not direct deposit their 2025 refund. These clients did not have a refund, instead ... read more
On theFiled Extensionscreen, it would be very helpful if we could see both theamountsand thedatesthe funds will be transmitted, instead of just the dollar amoun... read more
Our firm would really benefit from the ability to turn off/hide forms, input fields, and screens that we never use in ProConnect.For example, we never prepare r... read more
There are dozens and dozens of screens that no one in our firm has ever input data into and will not ever input data into. Why can't we have the ability to hide... read more
New issue?Sales journal - I am entering my 2026 income into the sales journal BUT FIRST I have to delete all the 2025 income that came through into 2026. This i... read more
Hi,Why are we still not able to efile the MN amended return. They started taking them this year and we are still paper filing.Please fix this!Thank you,Sara
I am getting an explanation statement titled "Amortization of Domestic Research and Experimental costs" and I have no idea what triggered this form. It only app... read more
I am having issue with computing Total Utah TC-40H Tax credit for a client who has a carryforward from prior year.If Utah Tax is higher then sum of prior and cu... read more
To the Lacerte software programing team: Currently if an individual income tax return (Form 1040) is required to include Form 8978 (Partner'sAdditional Reportin... read more
