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Thanks! Unfortunately, they must have hired someone new at the FTB, we've had 3 of these now. I will advise online to avoid this. Didn't realize this "Form 1" w...
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Our office has now had 2 clients the used the Lacerte 2024 CA Form 3893 (PTE) to pay their PTE payment. Both clients payments were supposed to be applied to the...
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I was having a hard time figuring this out, as I was in Individuals and there is no "Jump to Input" option. But I ended up figuring this out. Rather than deleti...
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Now that we are finally paperless and sending all returns, efiles, etc through docusign, I need to put in the signature date of the preparer on the federal tax ...
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I submitted/scheduled my client's estimated payments through Lacerte on April 21 (3 days late). I realize now I should have overwritten the date, at the time I ...
