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Lacerte allows an election to use 2019 Earned Income for the 2020 calculation to be made on screen 38.2. as provided in the CARES act this election can be... read more2 1
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Has Lacerte or anyone updated the 2019 client questionnaire to include new questions for 2020? I.e., stimulus received, PPPloan, etc4 3
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Does anyone know if we file a return that has the recovery rebate wrong will it get rejected when efiling? We just had a little old lady drop off her info... read more4 2
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On Lacerte Cloud - how do you print a tax return to PDF?0 0
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The 2020 540 for California requires the entry of a County of residence. This is new and is not included on the Organizer. Any ideas of how you are going ... read more21 15
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How do I delete or inactivate clients in Lacerte. Clients are not coming this year and want to remove them.
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The formatting of the organizers was screwed up sometime after 1-19.I printed some on the 19th and they are fine.Those printed on the 20th are not. Proble... read more
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Setting this up so "I" can bump it to the top, regularly.Remember the good old days when we had "stickies" to keep important stuff up front & centered....ht... read more
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A Client contacted me saying that when he logged into Intuit Link to upload documents (which he has used for the past few years) - he got an error message that ... read more
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I use negative entries a lot when entering data in numerous areas of the return. For example, for auto mileage, I ask the client for their ending odometer... read more
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I can't seem to get ANYONE to pick up line at Lacerte support.Getting following message: DoBeforeInitialize: Exception = Error initializing config. ... read more8 3
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I would like to print input sheets for our clients files, will any updates affect them if I print them now?
