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Thanks,For the clients that I already began preparing in 2020, is there any sort of reverse-proforma to get the data into the 2019 application?
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It certainly did give me practice! I also have used both, and overall I'd say LaCerte is pretty good and intuitive. There are some things that I don't like: all...
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I ended up manually entering 30 clients because support could not help and no solution was provided.Wasted about 12 hours total on the phone with support and IT...
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This is my first year using LaCerte.K-1 data transfer has worked ok, but the entities end in Grantor Trusts and I can't see the Grantor Letter to use to enter o...
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Just being able to see how its flowing onto a K-1 would be very helpful, so that I can confirm no checkboxes were missed.They have the 1040 show with it waterma...
