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Starting July 30th through August 21st, we will be testing a Desktop Notification system that will allow you to stay informed without having to have the tax sof... read moreIntuit Help IntuitLacerte Tax ProSeries Basic ProSeries Professionalposted Jul 29, 2020Last activity Aug 6, 20200 0
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The following tables identify the keyboard shortcuts within Lacerte. Want to learn more? Visit our online portal. Shortcuts available in the Clients, Detai... read more0 0
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Description You can use Client Analyzer for Individual clients who might be affected by specific situations. Clients who meet certain cri... read more0 0
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If you have questions about a charge from Intuit on your credit card statement, whether it looks like a mistake or you don’t recognize it at all, click her... read moreIntuit Help IntuitLacerte Tax ProConnect Tax Online ProSeries Basic ProSeries Professionalposted Jul 10, 2020Last activity Jul 20, 20200 0
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The following e-file reject is occurring, F7004-904: Form 7004, the tax year ending date ("TaxPeriodEndDate" specified in the "ReturnHeader") must match the da... read more0 0
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Form 3922 is an informational statement and would not be entered into the tax return. You will need the information reported on Form 3922 to determi... read moreIntuit Help IntuitLacerte Tax ProConnect Tax Online ProSeries Basic ProSeries Professionalposted Jul 2, 2020Last activity Jul 20, 20200 0
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The prep file tells your Lacerte program what name and address to print on tax returns, as well as which products you’ve purchased. When you make changes to you... read more0 0
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This article will help you resolve the critical e-file diagnostic: A taxpayer daytime telephone number is required for electronic filing (ref #16791) This diagn... read more0 0
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Down below are common questions asked relating to the Form 3523 Research Credit: Where do I enter a prior year research credit for CA Form 100? Under ... read more0 0
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How to enter a portion of the gain from the sale of a partnership interest as ordinary income on Form 4797, Part II, line 10? Solution: The sale wi... read more0 0
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If you need assistance with using Lacerte please see: How to contact Lacerte for help If you need assistance with using ProConnect Tax please see: How... read more0 0
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About accessing data after cancellation When you cancel your subscription, your access to the hosting service will continue through the current billing cycle, a... read moreIntuit Help IntuitLacerte Tax ProSeries Basic ProSeries Professionalposted May 26, 2020Last activity Jul 20, 20200 0
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Problem Description How to set up a new multi-departmental or divisional company. See also: How to Convert a Standard Company to a Departmental or Divisi... read more0 0
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How to convert from a standard to a departmental or divisional company Before beginning: Make a backup of the company. Print the Chart of Accounts. E... read more0 0
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This article will help you with common tasks in Intuit Link. Can I download my chat logs and comments from Intuit Link? Yes, you can download your chat logs, me... read more0 0
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