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- Our firm uses ProConnect Tax Online - how do I get a copy of Lacerte to prepare a Form 706
Our firm uses ProConnect Tax Online - how do I get a copy of Lacerte to prepare a Form 706
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twatkinscpa
Level 2
09-21-2022
04:56 PM
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I cannot seem to find out from agents on the various Intuit support and sales phone numbers - anyone in the community have this issue?
Thank you for your assistance!
3 Comments 3
twatkinscpa
Level 2
09-21-2022
04:58 PM
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Sorry, it appears that I have landed in the wrong community group - will try to locate the correct group.
George4Tacks
Level 15
09-21-2022
05:30 PM
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You would have to speak to Sales and purchase Lacerte as a separate product. 1-800-933-9999
My guess is that you might just want to go to Lacerte for all the returns, as they have some up front charges that would make just the one return product price prohibitive.
Here's wishing you many Happy Returns
twatkinscpa
Level 2
03-06-2023
09:11 PM
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Thank you George4Tacks - sorry I didn't see your post earlier. Ended up going with Lacerte REP since I will end up preparing at least three Forms 706 this year. Now, if only there was a way to do a Form 706GS(T). I know, not many are filed but it would be nice not to have to do IRS and State fillable forms...