About Karl - Intuit Accountants Community

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Level 8

About

CPA in Fresno, CA. D&T audit 5yrs, private industry controller 5yrs, and now solo practitioner tax since 2015. Trying to be a lifelong learner.

Link to Website

Products

Lacerte Tax

Experience: 7 years
ProConnect Tax

Experience: 2 years

Details

3

Expertise

Equity comp, HSA's, Tax/Financial Planning

1

State proficiencies

California

1

Language

English

Activity Feed

Posts
Replies

Re: Lacerte invoice for my business

It won't all be in one invoice, but most of it should be at proconnect.intuit.com in the "billing" and "add'ons" sections. If you pay RightWorks separately for ...

Karl

Apr 22, 2024
Re: Can Schedule K-2 be suppressed? Scrn 78.1 box IS checked "Qualified for exception to filing Sch...

FYI, next time specify in your post that you're talking about the PShip module (different screen # in S-Corp module). Make sure those first two boxes are the on...

Karl

Apr 22, 2024
Re: Review of lacerte and tax season decompression

Fantastic idea! My practice is a bit smaller than yours (120 1040s, 15 S-Corps), and I ended up with 45% on extension (higher than I wanted, but I had my wife &...

Karl

1

Apr 22, 2024
Re: Can clients pay form 3522 (CA LLC Tax Voucher) in Lacerte?

To clarify, are you talking about a (year-delinquent) balance due payment for the 2023 tax year, or the 2024 estimate that is (was) required to be paid upfront ...

Karl

1

Apr 17, 2024
Re: Can clients pay form 3522 (CA LLC Tax Voucher) in Lacerte?

Yes, Screen 54.013, second section partway down the screen.

Karl

3

Apr 17, 2024

Community Stats

Posts	341
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Member Since	‎12-23-2019

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