User FIDO 61's Posts

User FIDO 61 · ‎02-26-2020

Perhaps my venom is incorrectly aimed en masse at Intuit Support. (PS. QuickBooks is, and always has been the debil 👿) Any thoughts on how it is that each, and every Season... it all comes down to ...

Perhaps my venom is incorrectly aimed en masse at Intuit Support. (PS. QuickBooks is, and always has been the debil 👿) Any thoughts on how it is that each, and every Season... it all comes down to the wire for Form Approval, calculation correction and glitch renovation? Intuit is not a Mom & Pop. Do they fire every Tax Pro developer after each Season? Is the IRS approval apparatus just that bass-ackwards? C'mon Mnuchin! Is the Tax Engine like the Flux Capacitor bleeding edge Sci-Fi?! Or, it's D.) All Of The Above "The Perfect Storm" Every. Season. Bonus: Ohio is the cluster of all clusters for Local Municipality & School District tax prep

User FIDO 61 · ‎02-26-2020

Found this in Help. Importing Information From Excel (CSV or XLS Files) Using the Lacerte Schedule D Import Tool :shrug:

User FIDO 61 · ‎02-26-2020

Where is the Tax Pro Support equivalent to TurboTax Live? Rather than this self-support gamification through Community. Why not offer a Live Support option from Intuit for Tax Professionals? (You kn...

Where is the Tax Pro Support equivalent to TurboTax Live? Rather than this self-support gamification through Community. Why not offer a Live Support option from Intuit for Tax Professionals? (You know somehow participating in Community we’re likely generating SEO for Intuit ads all the while. Mmm, fresh clicks, so tasty!) Sure, the unemployment rate in the U.S. is down to 3.6% (Oct 2019.) But who doesn't love them a side hustle, right?! Gamify the back-end for Live Support in addition to earning compensation. Certified assistance / troubleshooting of a certain number of verified Tax Pro clients can earn free tax prep from Intuit, or something. Community is entertaining and helpful, but Intuit Tax Pro Support -- actual Support has been on the decline for some time now. (Right around when they dropped Lacerte's Live Chat Support offering.) Leaving it all to 1-800 telephone roulette is not cutting it. Not in Silly Season.

User FIDO 61 · ‎02-25-2020

No, in my experience there's no going back once it's been submitted. Hope for a rejection! Can I cancel a pending return?

User FIDO 61 · ‎02-25-2020

Go Team ⓜⓘⓢⓕⓘⓣⓢ😈 Tommy: [Trying to copy his father's quote] Hey, I'll tell you what. You can get a good look at a butcher's a** by sticking your head up there. But, wouldn't you rather to take his ...

Go Team ⓜⓘⓢⓕⓘⓣⓢ😈 Tommy: [Trying to copy his father's quote] Hey, I'll tell you what. You can get a good look at a butcher's a** by sticking your head up there. But, wouldn't you rather to take his word for it? Intuit QuickBooks User: [confused] What? I'm failing to make the connection here. Tommy: No, I mean is, you can get a good look at a T-bone by sticking your head up a butcher's a**... No, wait. It's gotta be your bull.

User FIDO 61 · ‎02-25-2020

I don't know the Akron answer. Municipalities are always a burden in the wonderful state of Ohio. But the Hunting Valley inquiry seems to be -- there is no income tax since 2003. Hunting Valley C...

I don't know the Akron answer. Municipalities are always a burden in the wonderful state of Ohio. But the Hunting Valley inquiry seems to be -- there is no income tax since 2003. Hunting Valley Cuyahoga, Geauga Counties RITA Start Date: 01/01/1999 Income tax repealed, effective 1/1/2003 PS. RITA is the debil. 😈

User FIDO 61 · ‎02-25-2020

"IRA basis represents the funds in an IRA that have already been taxed, either because they were nondeductible IRA contributions, or they were after-tax funds rolled over from company retirement plan...

"IRA basis represents the funds in an IRA that have already been taxed, either because they were nondeductible IRA contributions, or they were after-tax funds rolled over from company retirement plans prior to the IRS rule change in September of 2014." Details: Tracking Down IRA Basis: A Gold Mine for Beneficiaries

User FIDO 61 · ‎02-25-2020

Intuit to Acquire Credit Karma (for approximately $7.1 billion in cash and stock) Combined Companies to Create Consumer Finance Platform That Works Like a Personalized Financial Assistant Companies...

Intuit to Acquire Credit Karma (for approximately $7.1 billion in cash and stock) Combined Companies to Create Consumer Finance Platform That Works Like a Personalized Financial Assistant Companies Aim to Transform FinTech, Power the Economy and Help Consumers Make Financial Progress Detail: https://www.businesswire.com/news/home/20200224005884/en/

User FIDO 61 · ‎02-25-2020

Help article linked below has detail. Shortcut → Select client> Client menu > Backup Backing Up Client Files in Lacerte

User FIDO 61 · ‎02-24-2020

Lacerte Web Setup There will be a shortcut in your Windows Start menu. There is detail in the linked article below. You will need to select the specific Type and States you want to install. Instal...

Lacerte Web Setup There will be a shortcut in your Windows Start menu. There is detail in the linked article below. You will need to select the specific Type and States you want to install. Installing Additional Tax Modules and States to the Lacerte Tax Program If there is not a shortcut in your Start menu, individual Web Setup installations can be downloaded form your Lacerte My Account if you have sufficient user privilege.

User FIDO 61 · ‎02-17-2020

Never-mind. Configuration *.INI files to the rescue!

User FIDO 61 · ‎02-17-2020

Never-mind. Configuration *.INI files to the rescue!

User FIDO 61 · ‎02-14-2020

Ah clpack. Sadly I know of it. Have you deleted the URN folder? Explicit details in link below This is key, follow Intuit's instructions - most importantly... * Before running CLPACK, we highly r...

Ah clpack. Sadly I know of it. Have you deleted the URN folder? Explicit details in link below This is key, follow Intuit's instructions - most importantly... * Before running CLPACK, we highly recommend making a backup of your client database. * https://proconnect.intuit.com/community/help-articles/help/clpack-running-the-lacerte-client-database-repair-utility/00/4780

User FIDO 61 · ‎02-14-2020

Thanks. In 2018 I forced it to print. Each e-File submission came with disclaimer about even if forcing Schedule A it is not being sent to IRS .The returns definitely did file. None bounced for Sch ...

Thanks. In 2018 I forced it to print. Each e-File submission came with disclaimer about even if forcing Schedule A it is not being sent to IRS .The returns definitely did file. None bounced for Sch A, even forced. Bonus - printed client a copy for a mortgage refinance. The Schedule A caused a whole can of worms to be opened at their bank, for no good reason. Whoops-a-daisy! "Feel Good Form..." I like that 🙂

User FIDO 61 · ‎02-13-2020

Is it possible to force specific forms / schedules to be included when printing Preparer review copy? Preparer prefers to see the backup to follow the flow of information afforded when, for example S...

Is it possible to force specific forms / schedules to be included when printing Preparer review copy? Preparer prefers to see the backup to follow the flow of information afforded when, for example Schedule A which is not technically required. Or am I looking in the complete wrong area of the program to make this occur? Long time user but have never dug deep in Options / Master Options. And no, review on screen is not an option for this preparer, thanks 🙂

User FIDO 61 · ‎02-10-2020

Was there ever any follow-up on the organizer omissions?

User FIDO 61 · ‎01-29-2020

..

User FIDO 61 · ‎01-16-2020

What say you @IntuitAustin? Do you expect changes to the Organizer Questionnaire with Lacerte updates? Is Intuit aware the Lacerte Questionnaire is deficient?

User FIDO 61's Posts

User FIDO 61's Posts

Re: "TurboTax Live connects you with a tax expert directly." Where is our Tax Pro Live Support?

Re: Is there a way to import a listing of stocks into estate tax return for schedule b rather than typing in each stock?

"TurboTax Live connects you with a tax expert directly." Where is our Tax Pro Live Support?

Re: Can I cancel an individual e-file return after a few minutes

Re: Intuit to Acquire Credit Karma. Good for professional tax prep? Anyone? Bueller?

Re: Akron OH city tax

Re: Term definition

Intuit to Acquire Credit Karma. Good for professional tax prep? Anyone? Bueller?

Re: How do I backup client files?

Re: Some client types don't appear after installing 2018 Lacerte on my new laptop

Re: Maybe something in this thread will help: https://account...

Re: ProSeries Sign on

Re: Lacerte clpack

Re: Print Tax Return - Preparer review copy - force Schedule A

Print Tax Return - Preparer review copy - force Schedule A

Re: ProSeries Tax Questionnaire 2019

Re: ProSeries Tax Questionnaire 2019

Re: ProSeries Tax Questionnaire 2019

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