Currently the Form 990 input has limited dropdown options for officer titles. Many clients may have different titles. Allow us to type in client titles as they ... read more
I ran out of space on my computer which prevented me from downloading ProSeries Basic 2025 and upgrading my O/S to Windows 11.So, I purchased an additional comp... read more
Hi all,When I create a new client through the .NET library, I see that clients aren't being set to Federal E-filing despite my settings having "Default to e-fil... read more
Once we report a bug and it is getting fixed by Lacerte, we have know way to know whether it has been fixed or not without trial and error.There should be a bul... read more
When you are in Federal and you click on "ST" to go to a state, only bring up the states that are already attached. There is a button on that tab that says "Add... read more
I am a developer working for a small CPA firm. I am trying to write a small C# console app that will help my firm price their returns. Right now the process is ... read more
On screen 51 state modifications for Colorado, the following need to be changed from [O] override to [A] adjustment so we can add amounts for Schedule K-1 items... read more
I am unable to query a column that I know exists using the Lacerte SDK.I have created a custom filter which points to column C7_190. My CTS001.IW3 file says:"C7... read more
Hi Lacerte Support / Tax SDK Team,I’m using the Lacerte Tax SDK ODBC driver to read and update return data. My connection works fine for SELECT, and I can UPDAT... read more
not sure when it disappeared on my end but I can't seem to find ithaven't gone into recent .db files to see if it just got moved aroundbut it's missingor I am h... read more
We are getting POA's updated for over 200 clients.Is there any way to pre-fill the:1) Accountant number2) Permissions (Income, 1040, and date range)?It would sa... read more
Access (read and write) to the database files stopped working when the latest update was installed today for me. Anyone else having a problem? I can still read ... read more
Now that Form 461 is effective it could cause a surprise if missed. Limitation on excess business lossesof noncorporate taxpayers: Thedisallowance of excess bus... read more
We are experiencing random data corruption that causes all detail to disappear in a given client, and it's happening frequently. Usually, we can restore the cli... read more
Many clients own shares of mutual funds, ETF's and stocks and do not anticipate selling or buying more of those funds between Oct - Dec31st each tax year.Tax Pl... read more