MERLEMOM
Level 3

When I do a program update the window says at the tax reform section of the Lacerte support website there are client facing materials to educate clients on the new tax laws.  I can't seem to find that section.  Does anyone have a link to it. 

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IRonMaN
Level 15

If you find it let us know.  There are a lot of tax preparers asking questions here that really should be educated on that stuff.


Slava Ukraini!

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George4Tacks
Level 15
Now you know!  Let me know how wonderful you now feel about this knowledge.

Here's wishing you many Happy Returns
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IRonMaN
Level 15
Actually, I feel like a cupcake would be good about now.

Slava Ukraini!
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George4Tacks
Level 15
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MERLEMOM
Level 3
Not exactly what I envisioned.
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George4Tacks
Level 15

The installation message guides us to https://proconnect.intuit.com/tax-reform/ Fumble around there and you will find some pdfs toward the bottom, including Client Facing Materials. (Such a wonderful combination of worlds. I wonder how large the committee was?)

Would you like to give this to your client? https://proconnect.intuit.com/content/dam/intuit/pro_tax_group/en_us/downloads/ProConnect-Tax-Reform...

or this? https://proconnect.intuit.com/content/dam/intuit/pro_tax_group/en_us/downloads/data-conversion/TaxRe...

or this? https://proconnect.intuit.com/content/dam/intuit/pro_tax_group/en_us/downloads/data-conversion/W-4es...


Here's wishing you many Happy Returns
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