About Karl - Intuit Accountants Community

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Level 8

About

CPA in Fresno, CA. D&T audit 5yrs, private industry controller 5yrs, and now solo practitioner tax since 2015. Trying to be a lifelong learner.

Link to Website

Products

Lacerte Tax

Experience: 7 years
ProConnect Tax

Experience: 2 years

Details

3

Expertise

Equity comp, HSA's, Tax/Financial Planning

1

State proficiencies

California

1

Language

English

Activity Feed

Posts
Replies

Re: 2024 Planner PREP file not working

Update: I did end up calling support about this on Friday. They said it's supposed to be working, that it's not too early. They tried with me for an hour to fix...

Karl

Dec 16, 2024
Re: efin credentials are missing

I'm not certain, but you might not be able to DIY this, you might need to call support.

Karl

Dec 13, 2024
Re: Export billing from Lacerte to QBO

I would put this into the Tax Idea Exchange section here for others to upvote. Also, could you export either 1) the individual PDF invoices or 2) a CSV of clien...

Karl

Dec 13, 2024
Re: Verify if Estimated Payments Were Needed/eFiled

That will be tricky because the fed estimate auto-debits e-file ONLY WITH the federal return e-file. You can adjust your display columns, but there don't appear...

Karl

Dec 13, 2024
Re: esignature

I think I was told when I pre-purchased mine in August that they'd be available/visible in January. Individual e-file is shut down until January and business e-...

Karl

Dec 13, 2024

Community Stats

Posts	363
Solutions	36
Cheers Given	260
Cheers Received	267
Member Since	‎12-23-2019

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