George4Tacks's Posts

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George4Tacks's Posts

Check out https://myproconnect.intuit.com/releasedates
You are very correct, so why not change your clients expectations? My experience is that 1st week of December invites: (a) Loss way to early - the clients will lose them (b) Law Change way to early b... See more...
You are very correct, so why not change your clients expectations? My experience is that 1st week of December invites: (a) Loss way to early - the clients will lose them (b) Law Change way to early because you never know what legislation will get snuck in between printing and end of year (c) Nevermind ... I could go on, but I know that is not what you want. No user on this forum can provide what you want. I will offer this, which you may have missed https://proconnect.intuit.com/community/lacerte-tax-news-updates/discussion/organizer-issues-under-investigation/00/108165  
Unfortunately Lacerte still uses Internet Explorer for many of it's features. You probably need to update your IE, even though you have EDGE. From Microsoft: Microsoft Edge is designed for faster... See more...
Unfortunately Lacerte still uses Internet Explorer for many of it's features. You probably need to update your IE, even though you have EDGE. From Microsoft: Microsoft Edge is designed for faster, safer browsing and is recommended for Windows 10. But Internet Explorer 11 is also included in Windows 10 and is automatically kept up to date. To open Internet Explorer, select the   Start     button, type   Internet Explorer,   and then select the top search result. To be sure you have the latest version of Internet Explorer 11, select the   Start     button, select   Settings     > Update & security   >   Windows Update,   and then select   Check for updates.
@Orlando seems to be up on this type of thing. I found the 1040V instructions https://www.irs.gov/pub/irs-pdf/f1040v.pdf say 1214, as does https://www.irs.gov/filing/where-to-file-addresses-for-taxpa... See more...
@Orlando seems to be up on this type of thing. I found the 1040V instructions https://www.irs.gov/pub/irs-pdf/f1040v.pdf say 1214, as does https://www.irs.gov/filing/where-to-file-addresses-for-taxpayers-and-tax-professionals-filing-form-1040v  I know sometimes software developers are given a secret PO Box to use. Maybe this is the case and the only reason for the return is that no one was there to sign for the certified mail.  I would put the envelope in another envelope and send it to the "correct" PO Box now with a note as to what happened. We all know IRS is a very caring agency that will do the right thing, especially in this time of PANDEMIC.
Not yet. Probably in next weeks update. https://proconnect.intuit.com/community/product-delivery/help/lacerte-release-dates/00/102913 https://proconnect.intuit.com/community/lacerte-tax-discussions... See more...
Not yet. Probably in next weeks update. https://proconnect.intuit.com/community/product-delivery/help/lacerte-release-dates/00/102913 https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/re-where-do-you-enter-health-insurance-coverage-not-through-the/01/107959#M21293
Per https://proconnect.intuit.com/community/easyacct-discussions/discussion/re-accounts-receivable-printing-issues/01/108096#M526 There will be an update tomorrow to fix these issues. 
For the 2019 program to do 2020 Organizers? There are two defaults > Single Window Default and Double Window Default. Use the appropriate one, edit and then Save As 2019 Default. If that is corr... See more...
For the 2019 program to do 2020 Organizers? There are two defaults > Single Window Default and Double Window Default. Use the appropriate one, edit and then Save As 2019 Default. If that is corrupted or not what you want post a response. I can copy and paste for you to copy and paste back into yours.   
My guess - Screen 3 > last section about Foreign Operations... Look for input. On method is to use Ctrl + W to open batch input and see if you have anything in Screen 3. Ctrl + W puts you back in int... See more...
My guess - Screen 3 > last section about Foreign Operations... Look for input. On method is to use Ctrl + W to open batch input and see if you have anything in Screen 3. Ctrl + W puts you back in interactive.  Also check screen 67 (Batch method)
@IntuitAustin could you look into this issue and a customer that was disconnected?
@Bronson go back and do the download again. Be attentive. The name of the download should show in the lower left of your browser. RIGHT CLICK it and select open in folder. You should then know where ... See more...
@Bronson go back and do the download again. Be attentive. The name of the download should show in the lower left of your browser. RIGHT CLICK it and select open in folder. You should then know where it went and should be able to open it there and run the install.
I know there was an update since https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/when-trying-to-print-any-client-2020-organizer-we-are-getting-an/00/105714  but possibly th... See more...
I know there was an update since https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/when-trying-to-print-any-client-2020-organizer-we-are-getting-an/00/105714  but possibly this "unexpected behavior" still exists. @IntuitAustin will hopefully do some research when he gets back from the long weekend, 
I wonder if it is related to the ProSeries issue that @Orlando posted in https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/proseries-preventing-entry-to-sign-in-page/00/107... See more...
I wonder if it is related to the ProSeries issue that @Orlando posted in https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/proseries-preventing-entry-to-sign-in-page/00/107988 Maybe @IntuitAustin can get some resolution (yes I picked that word) after the long weekend. 
Users have no ability to change limits. Either remove some verbs, adverbs, adjectives, etc or, probably just succumb to adding a statement. Copy and paste the full 2,261 words in the statement and ... See more...
Users have no ability to change limits. Either remove some verbs, adverbs, adjectives, etc or, probably just succumb to adding a statement. Copy and paste the full 2,261 words in the statement and just type SEE ATTACHED. 
This is not something that ProSeries does, but rather an add on program of Quick Employer Forms. According to https://proconnect.intuit.com/proseries/faqs-quick-employer-forms/ you should be able to ... See more...
This is not something that ProSeries does, but rather an add on program of Quick Employer Forms. According to https://proconnect.intuit.com/proseries/faqs-quick-employer-forms/ you should be able to access 2019 forms.  Will I be able to access prior-year client data after the online application has expired? Yes, as long as you have purchased a current-year Intuit Quick Employer Forms Accountant license in order to access the online application, and your current-year and prior-year purchases exist in the same account, you will be able to see prior-year client data. For example, between November 2019 and October 2020, you will need a 2019 license in order to access your 2018 data. If you only have a few 1099s to prepare there are cheaper online prep programs that just charge a per 1099 fee. Such as https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/re-prepare-1099-within-lacerte/01/66193#M12863 mentioned by @qbteachmt 
Did you acquire a new set of clients with their 2017 returns? I am unsure of your question. Do you have a backup on some drive of a 17TAX directory? If so, you would start the 17tax program, then u... See more...
Did you acquire a new set of clients with their 2017 returns? I am unsure of your question. Do you have a backup on some drive of a 17TAX directory? If so, you would start the 17tax program, then use Ctrl + R to restore from that other directory. You need to do this for each type of return (Individual, Corp, etc.)  
https://proconnect.intuit.com/community/help-articles/help/atx-backup-instructions-for-data-conversion/00/5801 I believe the steps are convert to 2019, review data, then transfer to 2020
You are correct. There is CURRENTLY no input for that. Probably in the next update. Did you click the link in the post below where you just posted? Someday it will be in Screen 53 > California Pre... See more...
You are correct. There is CURRENTLY no input for that. Probably in the next update. Did you click the link in the post below where you just posted? Someday it will be in Screen 53 > California Premium Assistance Subsidy Credit > enter 1= entire household covered for ...
If the clients are locked, unlock and try again (but honestly I would just wait a couple of weeks for a new update as this type of problem is typical early on.) If there is still fail, highlight on... See more...
If the clients are locked, unlock and try again (but honestly I would just wait a couple of weeks for a new update as this type of problem is typical early on.) If there is still fail, highlight one of the clients and use Ctrl + L to send it to Lacerte to anaylyze. Then wait for a response. This can help Lacerte to fix bugs in the program.  
@Orlando The tax-idea exchange is(or maybe was, since I can no longer find a link to it. Possibly it is just an in product link and I am Lacertian) https://proconnect.intuit.com/community/proseries-t... See more...
@Orlando The tax-idea exchange is(or maybe was, since I can no longer find a link to it. Possibly it is just an in product link and I am Lacertian) https://proconnect.intuit.com/community/proseries-tax-idea-exchange/idb-p/603 but this thread was posted in 'Discussions" https://proconnect.intuit.com/community/proseries-tax/discussion/03/303  It is still refreshing to see you here. 
You are not the only one with this experience. https://proconnect.intuit.com/community/easyacct-discussions/discussion/installed-ezacct-20-21-unable-to-print-account-receivable/01/107832/highlight/fa... See more...
You are not the only one with this experience. https://proconnect.intuit.com/community/easyacct-discussions/discussion/installed-ezacct-20-21-unable-to-print-account-receivable/01/107832/highlight/false#M518