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  • 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 1
    Lacerte Tax
    posted Jan 16, 2021
    Last activity Jan 16, 2021 by abctax55
    0 4
  • 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 New Member
    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 New Member
    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 16, 2021
    0 0
  • 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
  • Is Lacerte updating the intuit link client questionnaire to include the Recovery Rebate Credit? So we know if they received a stimulus check or will we be ... read more
    brindisi cecchi Level 1
    Intuit Link
    posted Jan 16, 2021
    Last activity Jan 16, 2021 by itonewbie
    7 4
  • Is Lacerte updating the clients organizer questionnaire to include the Recovery Rebate Credit? So we know if they received a stimulus check or will we be reques... read more
    brindisi cecchi Level 1
    Lacerte Tax
    posted Jan 16, 2021
    Last activity Jan 16, 2021 by itonewbie
    6 6
  • Hello and thank you in advance.I got a request from a successor CPA who uses Lacerte if I would be willing to backup my ex-clients 2019 file onto a thumb drive ... read more
    Leland596 Level 1
    Lacerte Tax
    posted Jan 16, 2021
    Last activity Jan 16, 2021 by Leland596
    11 4
  • DoBeforeInitialize Exception = Error initializing config.Unable to check encryption mode of database Path: C\Data\lacerte\20Tax\IData\Data1120.DBF, Error Code -... read more
    JMPM Level 1
    Lacerte Tax
    posted Jan 15, 2021
    Last activity Jan 16, 2021 by George4Tacks
    2 1
  • Intuit Link needs a social security number to be able to send out an invite to a client.  Is it ok to enter a dummy social security number initially, then ... read more
    uslanes Level 2
    Intuit Link
    posted Jan 15, 2021
    Last activity Jan 15, 2021 by itonewbie
    6 3
  • client wants to develop 16 lot subdivision but town has mandated that he can develop only 14 lots and have rest be open space given to land trust.  Tax wis... read more
    caryld65 Level 1
    Lacerte Tax
    posted Jan 15, 2021
    Last activity Jan 15, 2021 by sjrcpa
    2 2