rac20012
Level 1

What is needed to get up and running for the 2018 filing season?

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George4Tacks
Level 15

ERO only needs to be addressed when a principal or address change. You do need to renew your PTIN. I think you have all that is needed, except for software that is not yet released. Lacerte has been out 2 days, so you may see PTO is another couple of weeks. Lacerte is only a beta release, with many of the forms not yet included and computation sorta of wacko in several spots. 


Here's wishing you many Happy Returns

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itonewbie
Level 15
According to @The Intuit Boris, PTO should be released by mid-Nov.
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Still an AllStar
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