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Here is where I am trying to export to an Excel the "Form Charges":Settings > Client Invoice > Form Charges <== Lacerte has a "Print" but not an "Export" button...
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When a dependent of a client has to file a return this year for the first time, I'd love a simple button to Make this Dependent a new Client. And thank you if L...
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May we please have a DYMO Label Printer "Add-in" for Lacerte?I would like to print mailing labels to the client, return labels from the client to me, and tax fi...
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I've used Client Invoice Form Charges since 2004 and each year I print last year (2022) and pencil in the new charges for 2023 by applying an inflation increase...
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I've used Client Invoice Form Charges since 2004 and each year I print last year (2022) and pencil in the new charges for 2023 by applying an inflation increase...