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I need help with a specific question about my account. Does anyone know who I can get a human being. I can't even find where to get a chat!LorettaGarner Level 1ProSeries Basicposted Jun 27, 2022Last activity Jun 27, 2022 by Just-Lisa-Now-0 1
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Here is the scenario with a client:4 taxpayers. Father, mother and two sons filing each return. Mother has all 3 plus another child that the father claims. I ne... read morescgfs Level 2ProSeries Professionalposted Jun 27, 2022Last activity Jun 27, 2022 by Just-Lisa-Now-1 6
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Client was trying to make her tax payment for 2021, but made a 2022 estimated payment by mistake. She didn't realize her mistake until she received an IRS notic... read more16 11
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Event ID: 1000, Task Category: (100), Level: ErrorUninstall and reinstall Lacerte 2021 will work for a couple of days.Then same situation again after three re-i... read more1 1
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Working with ITA feels easy to move around. Entering in higher W2 Gross wages is great, but I wish the SS/Med wages would auto-populate like it does when you en... read moreRenee Daggett Level 1Year to date Paystubposted Jun 25, 2022Last activity Jun 27, 2022 by Edgar ITA0 1
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For a nonresident SMLLC in Montana, tax was paid with Form DER-1 "Montana Disregarded Entity Information Return." The rental property owned by the SMLLC appears... read more0 0
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How do I print logs for the entire year that show all returns transmitted for electronic filing including extensions?16 9
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After I create my first plan, how do I create a new one which would be a variance on the first? I believe we can do unlimited plans for each client, but I don't... read more0 1
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VA Estimated Quarterly Payment Vouchers will not print when printing state income tax returns. It also will not print when printing document only. It will only ... read more
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My client is a full-year TX resident with a rental home in CO.The rental property is the only CO-sourced income/expenses and the taxpayers are filing as full-ye... read more0 0
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It would be nice if we can open and type in the pop detail box for "other" deductions simultaneously while we type in the provided deduction categories.0 0
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Does anyone know of a Lacerte or other training on the preparation of Form 5227 for Charitable Remainder Trusts? I don't see anything specific in Lacerte myself... read more0 0
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To make ITA valuable, we definitely need a tax strategy to change the entity for Schedule C filers to see if S-corp would be something to consider for tax savin... read moreRenee Daggett Level 1Entity Comparison Strategyposted Jun 25, 2022Last activity Jun 27, 2022 by Edgar ITA0 1
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Is there a setting for clients to get an auto notification of e-file acceptance? My previous software did and trying to avoid a bunch of calls about filing stat... read more2 3
