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For all PTE payments (S Corp & Ptn) can Lacerte do webpay? when we X the box for webpay, the letter doesn't say to go online to make the payment. Can Lacerte do...
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Under client status in Lacerte, we use set up initials of the Tax Preparer to indicate who has the client file and who is assigned to prepare the draft tax retu...
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Now that clients are responding to docu-sign, the link in the email notice is cumbersome with dual authentication. If we use the Lacerte docu-sign dashboard, we...
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When using docu-sign, need to generate only the state tax return to send to the client. Currently, the federal return is also generated and sent to the client. ...
