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Thanks for the response and interest!. After the normal transfer of clients from 2024 to the 2025 FAM, those newly transferred clients do not show in the main F...
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clients are not listed after transfer
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Solution: While the return was not a "Locked Return" (where you don't want changes to the return), the return WAS set with an "REP Lock". By right clicking on t...
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On mine, the client is not locked, nor does it have REP authorization. I am needing to delete 5 state returns and the REP authorization looks as though its tryi...
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In 2020 Lacerte Individual 'Client Info" screen, I can not delete state returns. Selecting the state and then hitting delete doesn't initiate the yes or no box/...
