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Will we be able to add a bitmap to the client invoice in 2023 program? Would like to add a QR code to the client payment portal.
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The indiv module has in Letter (screen 5.1) the ability to check a box to tell client to file ASAP. That does not exist for the other type returns. Can that ple...
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In the past, you could not e-file a D-40 if you had Other State Tax Credits from more than two states. That diagnostic does not show this year, but Lacerte coul...
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There is no indication in Lacerte for the person running the E-filing wizard that they also need to run the State ES filing wizard. For 2021 the words STATE ES ...
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When you save a copy to PDF the system automatically names it "complete return for XYZ". Every year is the same and if you are sending multiple years copies to ...
