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Calculation Worksheet for Form 5227 Box E

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Calculation Worksheet for Form 5227 Box E

kfrostycpa

My team would really appreciate it if we could have a calculation worksheet (or statement) for box E on Form 5227. We wanted to make sure our workpaper numbers for gross income were matching Lacerte's, but when our sum was falling short, Lacerte didn't have a breakdown for us to compare our numbers to. Thankfully a customer service representative assisted us, but we would have saved a lot of time if we had a calculation worksheet to begin with.

Status: New
0 Votes
Vote now if this is a good idea