Activity Feed
  • Shelley,I just called into Lacerte after finding that I also could not e-file or upload anything to SmartVault and it's a quick fix.They had me run the "PDF Rep...
    kwinike
    Jul 08, 2021
  • Yes, it's not working for me either..... it's trying to save the 8879 and copy of the return on my computer rather than creating the DOCUSIGN request to send.
    kwinike
    2
    Jul 08, 2021
  • When you have thousands of clients - there is no such thing as "too early" it takes a lot of time for us to get everything ready to print organizers... but we s...
    kwinike
    2
    Nov 18, 2020
  • Is there a fix coming for this? Dollar amounts from prior year information do not line up properly.Mainly in the Dividend section...
    kwinike
    5
    Nov 18, 2020
  • Is anyone else having problems with Lacerte preparing the return for EFILING when a client signs another document that was sent via DocuSign? and a signed 8879 ...
    kwinike
    1
    Oct 28, 2020
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