sherylmac
Level 2

Does anyone know how to fix the following diagnostic:

e-file:  If your combined group's total revenue for the year is less than $2,470,000, you do not need to file an Affiliate Schedule (Form 05-166).  If you are electronically filing, make sure to exclude these forms before filing any Information report.

If you take off the combined information, then it also takes off the public information reports for the other entities.  So frustrating have to deal with this rejection every time you go to e-file.

Lacerte has really dropped the ball with the Texas forms this year.  No filing instructions if there is just a Texas Public information report required and the form is not even listed on the transmittal letter (it is having to be inserted manually-makes for a lot of extra work on something that is so simple to fix).  Client still needs to know that a public information is required, and it should be listed on the transmittal letter.