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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!
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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
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Should a partnership SEP contribution for the members (only 2) be reported in Box 13 with a code R of the K-1?
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Is there a way to proforma from a C-Corporation into a S-Corporation? Vs having to reinput beginning balance numbers.
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On page 4 of Form 706, how do I activate in Lacerte Section C- DSUE amount portable to the Surviving Spouse?1 4
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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 more7 4
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Am I missing something or is it still not possible to transfer 2019 individuals to 2020 and print organizers?2 2
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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 more0 0
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Error MessageUnable to write data to file you must have administrator rights to install this program0 1
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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 more7 4
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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 more6 6
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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
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DoBeforeInitialize Exception = Error initializing config.Unable to check encryption mode of database Path: C\Data\lacerte\20Tax\IData\Data1120.DBF, Error Code -... read more2 1
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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
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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
