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AverettPC
Level 2
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  • Yes, once it's uploaded, it's converted to a fillable PDF. The organizer module is one of the only modules that I think could use some work in SS. It didn't sav...
    AverettPC
    Nov 25, 2024
  • It pulls the info from the prior year because you print the organizers in PDF from Lacerte and then upload them to SS.
    AverettPC
    Nov 25, 2024
  • Now that Intuit has partnered with SafeSend Returns, which has an Organizer module, I highly doubt that they will ever build this into Lacerte. The Organizer mo...
    AverettPC
    Nov 25, 2024
  • K-1 Export: If you re-export K-1 data after changing one or more of the QBI amounts to zero, please verify the accuracy of the transferred QBI amount(s) in the ...
    AverettPC
    Jun 03, 2022
  • We just got this email from a client:Hi,Unfortunately, I am unable to use tax services with A&A this year for the 2021 tax period. The portal has been difficult...
    AverettPC
    Nov 25, 2024
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Member Since ‎01-15-2020
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