About
I work for Intuit supporting Lacerte, ProConnect and Intuit Tax Advisor. I also run my own tax firm.
Products
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Lacerte TaxExperience: 2 years
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ProConnect TaxExperience: 5 years
Activity Feed
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You beat me to it 🙂 There were updates released into the software program today for 2024 returns and 2025 estimates.
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You are correct, that is not a current option. Notes attach to the specific client return and are thus only viewable currently from inside that respective tax r...
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We have a webinar coming up August 28 that will address the OBBB changes. However, you can see more information about implementation here:https://accountants.in...
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George is correct, credits are tracked by the SSN/EIN. They are not used, however, until you either print the return or efile the return though. So, if you have...
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Your suggestion has been passed on. However, in the interim, if you change the pre-strategy baseline setting to the state, under the Adjusted Gross Income secti...
