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  • I keep getting a message saying the K-1 Transfer file is in use and I am unable to transfer K-1s.  It is affecting multiple years.  Any suggestions.
    Kim12 Level 1
    Lacerte Tax
    posted Jan 17, 2021
    Last activity Jan 17, 2021
    0 0
  • Per the guidance provided by Inuit in this online community, rentals marked as "Self-Rentals" will be included in the QBI deduction calculations.  However,... read more
    jtgcpa Level 3
    Lacerte Tax
    posted Jan 17, 2021
    Last activity Jan 17, 2021 by Kim12
    0 1
  • Are there add'l fees besides the rep fees for efiling business returns?
    jtb Level 1
    Lacerte Tax
    posted Jan 17, 2021
    Last activity Jan 17, 2021 by George4Tacks
    0 1
  • Hello all. Thanks in advance for your help.I send a one or two page letter along with an engagement letter, Lacerte's default client letter and Lacerte's organi... read more
    Leland596 Level 1
    Lacerte Tax
    posted Jan 17, 2021
    Last activity Jan 17, 2021
    0 0
  • Anyone having trouble with DMS this morning? I woke up and it no longer recognizes my 2020 license and support doesn't work the same days that we do. I was work... read more
    laccpa Level 1
    posted Jan 17, 2021
    Last activity Jan 17, 2021 by George4Tacks
    0 4
  • Just received this error:The program did not successfully transmit this tax filing. The filing failed pre-submission validation.Failed transmission on January 1... read more
    RC18 Level 2
    Lacerte Tax
    posted Jan 17, 2021
    Last activity Jan 17, 2021 by RC18
    1 5
  • Trying to figure out how to find setting to hide SSN on tax organizers being sent out?  Any help is always appreciated....or do I just use a Sharpie! 
    gobaer Level 2
    Lacerte Tax
    posted Jan 16, 2021
    Last activity Jan 17, 2021 by qbteachmt
    7 5
  • To proforma 2019 to 2020, what is the difference between selecting Typical or Use Settings from Last Time?  Do both of them use my user options/settings fr... read more
    yam51 Level 2
    Lacerte Tax
    posted Jan 16, 2021
    Last activity Jan 16, 2021 by yam51
    3 2
  • Should a partnership SEP contribution for the members (only 2) be reported in Box 13 with a code R of the K-1?
    yam51 Level 2
    Lacerte Tax
    posted Jan 16, 2021
    Last activity Jan 16, 2021 by yam51
    3 2
  • Is there a way to proforma from a C-Corporation into a S-Corporation?  Vs having to reinput beginning balance numbers.
    BUCKB Level 1
    Lacerte Tax
    posted Jan 16, 2021
    Last activity Jan 16, 2021 by IRonMaN
    4 2
  • On page 4 of Form 706, how do I activate  in Lacerte Section C- DSUE amount portable to the Surviving Spouse?
    dblankstein Level 1
    Lacerte Tax
    posted Jan 16, 2021
    Last activity Jan 16, 2021 by George4Tacks
    1 4
  • We converted from Ultra Tax to Lacerte this year.  The onboarding team had us bring our converted UT data for corps and partnerships directly into 2020 Lac... read more
    WashCPA Level 2
    Lacerte Tax
    posted Jan 16, 2021
    Last activity Jan 16, 2021 by George4Tacks
    7 4
  • Am I missing something or is it still not possible to transfer  2019 individuals to 2020 and print organizers?
    sutherlandSC Level 1
    Lacerte Tax
    posted Jan 16, 2021
    Last activity Jan 16, 2021 by George4Tacks
    2 2
  • New to Link tax organizers....How can I update the engagement letter from a pdf? Do I need to retype the engagement letter into Link? How does the client sign t... read more
    carolsawaya858 Level 1
    Intuit Link
    posted Jan 16, 2021
    Last activity Jan 17, 2021 by itonewbie
    0 2
  • Error MessageUnable to write data to file you must have administrator rights to install this program
    JoeC44 Level 1
    Lacerte Tax
    posted Jan 16, 2021
    Last activity Jan 16, 2021 by George4Tacks
    0 1