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JT2
Level 2
Activity Feed
  • Has anyone switched to Lacerte from ProConnect or from Lacerte to ProConnect who would give some feedback on which one they like better. For reference, we prepa...
    JT2
    1
    Jun 16, 2022
  • Does anyone know how to customize the missing items email that goes out through Lacerte and save the changes so you don't have to re type every time...specifica...
    JT2
    Feb 18, 2022
  • We customize our cover letter on the condensed organizer to show in bullet point the general forms we are looking for.
    JT2
    Feb 27, 2024
  • Can you set up an auto debit payment from Lacerte for a S corp return? I see a box called debit transaction authorization on screen 3.2 but don't see anywhere t...
    JT2
    1
    Mar 09, 2020
  • can anyone share specific input instructions for entering a distribution on a 1099-R that was a back door roth contribution?
    JT2
    19
    Mar 08, 2021
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Member Since ‎03-06-2020
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