The Invoice and Client letter/Filing instructions are used for client correspondence, instructions, and billing. Customizing...

S-Corporate Screen 36, Schedule K-1 Miscellaneous Info. is used for the K-1 export function, and other items. Top S-Corp...

Lacerte only has direct input fields for Line 20, Codes A, B, T, V and Z on Screen 20.1, Partnership Information . If the...

Enter Passthrough K-1 information if it passes into a S-Corporation return. Please refer to the following information to...

The Shareholders' Basis schedule is used to compute each shareholder's respective basis in the S-Corporation. Please refer to...

Please refer to the following information to assist with Screen 8, Distributions, Loan Repayments questions Entering...

The Change in Ownership screen allows you to use a weighted-average calculation for determining shareholders' percentages....

Stock Ownership information is required to calculate the shareholders' distributive share of items. Please refer to the...

Where do I enter a passthrough K-1 in the Fiduciary module? Go to Screen 25, Passthrough K-1's . Enter the Name of K-1 entity...

Where do I enter the Shareholders' stock ownership? Go to Screen 6, Stock Ownership Enter the Number of Shares Owned at Year...