The information worksheet is where I start each client's work, especially for dependents, filing status. Was annoyed that Proseries flips me over to another pag... read more
Is there a report/organizer I can run for Lacerte to print the source documents (***in a "short and sweet" format***) needed for a client based on prior year in... read more
Lacerte ptshp screen 21 for low income housing. Not applicable at all to my client. Regardless the program itself chose to check the box for "Form 8611 only". T... read more
Client , a non-profit entity , just received a letter stating that the IRS does not have the required 2019 form 990 return. The return was properly filed in the... read more
I have a client (person A) who received a 1099-S for proceeds on a property he sold in a 1031 Exchange. He had another investor (person B) in the property who d... read more
I have a client that died in March 2020 with the Form 706 due in December but the 2020 form 706 is not available yet? any information on how to speed up the pro... read more
I like to see the information page when I first open a client, but it always jumps to some other page. It was a small annoyance to return the information page. ... read more
My client can't sign up for an IRS online account to check her records because she doesn't have a credit card or any other of the verification items they requir... read more
Beware of using screen 13 Income to input EIDL advance (grant) received last year for CA S-corp clientsIt has been months since CA conformed to tax-free treatme... read more
I am trying to e-file an amended return and I did file the original. I've changed only the dependency exemption which has gone to his parents. I've followed all... read more
Select the applicable set of instructions below for assistance with generating Form NYC-202 in the Individual module of Lacerte.
Generating NY-202 for a so... read more
