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Along this same line, adding the name of the business or rental property on the business use of home organizer page or mileage page would solve a bunch of confu...
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To help clients gather their source documents we frequently add the last 4 digits of an investment account number to the interest and dividend description. For ...
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I find it really helpful that we are allowed to cue up most state estimated tax payments individually for payment using the estimated tax payment wizard. I woul...
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In most every Lacerte Module you can create your own engagement letters. From inside Lacerte, when you are looking just at the client list, click on Print from ...
