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Doug A
Level 2
Activity Feed
  • Can we please get the system set up to allow us to make electronic estimated payments for PTET for Virginia and Maryland? That would be a great help. We have ha...
    Doug A
    1
    Sep 13, 2024
  • The indiv module has in Letter (screen 5.1) the ability to check a box to tell client to file ASAP. That does not exist for the other type returns. Can that ple...
    Doug A
    Nov 21, 2023
  • In the past, you could not e-file a D-40 if you had Other State Tax Credits from more than two states. That diagnostic does not show this year, but Lacerte coul...
    Doug A
    1
    Apr 07, 2023
  • There is no indication in Lacerte for the person running the E-filing wizard that they also need to run the State ES filing wizard. For 2021 the words STATE ES ...
    Doug A
    Mar 01, 2023
  • When you save a copy to PDF the system automatically names it "complete return for XYZ". Every year is the same and if you are sending multiple years copies to ...
    Doug A
    Jan 30, 2023
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Member Since ‎01-16-2020
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