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Would like to see Lacerte auto-fill the state PTE (Pass-Thru Entity) representative data for Partnerships and S-Corps. Wisconsin has newly required this for 202...
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I want to export in order to create a list of client e-mail addresses.I don't want to remove any data permanently from Lacerte by doing the export.
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For example, we'd like to auto-generate an invoice using the per-form fees we have set in the system, and show the client that detail, but also put a total due ...