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  • How can I get DMS (on Lacerte Hosted) to find my Fujitsu ScanSnap scanner (which is right there, plugged into my Windows computer)? How do I find the path? ... read more
    RobynK Level 1
    Document Management System
    posted Oct 29, 2020
    Last activity Oct 29, 2020 by RobynK
    0 2
  • rklepper1961 Level 1
    Lacerte Tax
    posted Oct 28, 2020
    Last activity Oct 28, 2020 by User ID 61
    3 1
  • My client's 990-EZ was extended to 11/15.  How do I change the due date of the RRF-1 on the client letter to reflect the extended due date?
    elizabeth Level 1
    Lacerte Tax
    posted Oct 28, 2020
    Last activity Oct 28, 2020 by abctax55
    3 1
  • We filed an extension twice.  The first was accepted and the second was not (obviously).  Now we have a failed transmission status.  Is there a w... read more
    Jenn Level 2
    Lacerte Tax
    posted Oct 28, 2020
    Last activity Oct 28, 2020
    0 0
  • What is the best way to send clients their 2020 tax organizer?
    EdDower Level 1
    Lacerte Tax
    posted Oct 28, 2020
    Last activity Oct 28, 2020 by User ID 61
    8 4
  • Is anyone else having problems with Lacerte preparing the return for EFILING when a client signs another document that was sent via DocuSign? and a signed 8879 ... read more
    kwinike Level 2
    eSignature
    posted Oct 27, 2020
    Last activity Oct 27, 2020 by jerry
    1 1
  • Are we still able to file a 2015 partnership electronically?I need to file 2015, 2016, 2017, 2018, 2019
    bascpa Level 1
    Lacerte Tax
    posted Oct 27, 2020
    Last activity Oct 27, 2020 by abctax55
    6 1
  • Critical Diagnostic states Form 8962, Form 1095-A must have entry in Monthly Premium in any perid where there are entries for Monthly Secord Lowest and /or Mont... read more
    TLA1 Level 1
    Lacerte Tax
    posted Oct 27, 2020
    Last activity Oct 28, 2020 by qbteachmt
    2 4
  • With Practice Ignition, you’ll save hours of administrative work by automating your client engagement process. Create proposals and engagement letters in minute... read more
    Employee ashley_davis Employee
    Lacerte Tax
    posted Oct 27, 2020
    Last activity Oct 29, 2020 by EricArimaCPA
    0 1
  • I have found an error in the computation of a penalty on the Louisiana return and need to know who at Lacerte that the error needs to be reported to.
    MarvinE Level 2
    Lacerte Tax
    posted Oct 27, 2020
    Last activity Oct 27, 2020 by George4Tacks
    2 1
  • FYI after recent update, Form 1040-V is not printing spouse name of joint return, only the taxpayer.
    jorgecpa Level 2
    Lacerte Tax
    posted Oct 26, 2020
    Last activity Oct 26, 2020 by abctax55
    6 1
  • M-2

    My M-2 for a consolidated return is not calculating correctly and there is no place to override. 
    vi1 Level 1
    Lacerte Tax
    posted Oct 26, 2020
    Last activity Oct 26, 2020 by abctax55
    8 2
  • Extension payment not posted corrrectly, only part of it.  Rest was applied to a previous year even thought the year 2018 and Form 1040 was written on the ... read more
    sassycat Level 1
    Lacerte Tax
    posted Oct 25, 2020
    Last activity Oct 25, 2020 by BobKamman
    4 10
  • Once my clients complete the esignature process, the "eSig Status" in my client tab changes to "completed."  Then after the return is filed, the eSig Statu... read more
    Wantomas Level 1
    eSignature
    posted Oct 24, 2020
    Last activity Oct 24, 2020
    0 0
  • I am trying to prepare a 2020 tax plan in the 2019 program and it says my program is a Demo Version.Has the full version been released? 
    gmt Level 1
    Lacerte Tax
    posted Oct 24, 2020
    Last activity Oct 24, 2020 by George4Tacks
    1 1