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We just moved off of other tax software that will automatically update client status. For example:When a proforma'd client return is updated, it will move the r...
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Every time I add two numbers and hit enter it's just giving me a result of the original number!
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Yes thanks@abctax55this was exactly what was causing the issue.It was confusing because my Master Options had Filing Instructions = No, but my personal settings...
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Thanks@abctax55, I have the default = 1 (Lacerte-provided), but it still prints from the "Filing Instructions" folder unless I go to screen 5.1, override "Filin...
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Hi - we just started using Lacerte and when I print a 1040 client letter it provides a relatively unhelpful letter:Enclosed for your review:Form 1040 2019 U.S. ...
