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Please allow us to use the Estimated Tax Payment wizard to queue up automatic withdrawal of our client's federal estimates on a quarter-by-quarter basis.Additio...
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We absolutely need this! I spend TOO much time customizing my entity client instruction letters to include additional language telling them to pay in December!
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I would love to use Lacerte's eOrganizers but they are NOT presentable. It is WAY too time consuming to print each organizer as a PDF and send individually to e...
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I have several new fiduciary clients this year for which I have added all the client information and beneficiary information. When I print the organizer though ...
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Along these same lines, it would be nice if Lacerte's Estate module data base reports section were more robust. I would like to be able to add estate tax return...
