jerry
Level 5

I need to send my LLC clients a letter regarding the new Corporate Transparency Act requirements for Beneficial Ownership Interest reporting (and that, for legal and liability reasons, I won't be doing them).

All of my LLC clients are single member LLC's, and they all filed a CA 568.  But only some of my Schedule C clients have an LLC, so I can't use a search for Sched C to find the LLC's (and some of the LLC's are from Schedule E).

Is there an easy way to have Lacerte search for those clients that had a CA 568 filed in 2022?  I've tried database reports, etc and can't find anything that works.

Thanks!

 

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