You can use the client status to help identify where the clients are in the review process. Each tax module comes with the existing client status that can be modified and you can create up to 15 additional statuses. The existing statuses are: Proforma'd Info Pending Under Review On Extension...
To change the data path for all workstations on the network at once (Network License Only): You must sign in to vote.Lacerte Tax 2023 Sign in now for personalized help Ask questions, get answers, and join our large community of Intuit Accountants users.Sign In / Sign Up More like this...
Selecting only the modules and states you expect to use will save you download time and you can always add later if needed. In the Ready to install window, review your selections. The workstation path should always be a local drive and is typically C:\Lacerte\YYtax. If sharing options...
How to allocate amounts on a multi-state individual return (Form 1040) in Lacerte by Intuit• Updated 2 months agoFor more Schedule C resources, check out our Tax topics page for Schedule C where you'll find answers to the most commonly asked questions.In this...
Lacerteis a robust software offering numerous pros that benefit the tax practitioner and their clients. Firstly, Lacerte provides a comprehensive range of tools and features that aid in efficiently preparing tax returns, thereby saving time and effort for the tax practitioner. The software's strong...
René Lacerte:SMBs are resilient. They do everything they can to make their businesses last. And from what we’ve seen, more survived than people thought. There has been attrition, of course, that we can see on Main Streets [across the country] where there are buildings for rent that ...
LacerteRenéEBSCO_bspCpa Practice Advisor
He adds that with the launch of the iPhone, people learned that smartphones are powerful tools that can be used as a mobile office.LacerteReneCPA Practice Advisor
To select multiple clients using the group selection: Select theClientslist. PressF3on your keyboard. Select one of the options from theClient Group Selectionwindow: All Clients Client Name Client Number Client Status No REP Access State Tax Return ...
This article explains what to do if, when trying to connect online with Lacerte (e-file, internet updates, email, REP, etc.), one of the following errors is tri