Once the download finishes, unzip, and then restore the files to the desired location. For Lacerte, if you canceled and are downloading your Option folder, the opmaster and opt files will be pointing users to the I:\ drive for data and options. It's suggested that you use your original...
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...
Enter theInitialsof the person making the change. SelectOK. If you selectSet separate status for each clientyou'll need to repeat steps above for each client file. To add or modify a status: To modify or add status descriptions: Click onSettings. Click onOptions(orPrimary Optionsif you are...
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...
If you have connected your financial accounts to Quicken, you can easily import your expenses from these accounts. Quicken will automatically download and categorize transactions, saving you from the hassle of manual data entry. However, it is still important to review and categorize imported transact...
Once you complete the initial coding and adjusting entries, simply push the data to your tax software. Tallyforintegrateswith UltraTax, Lacerte, Drake, CCH Axcess, and ProSystem fx. 3 Benefits of Using Tallyfor with FreshBooks Both Tallyfor and FreshBooks are cloud-based, so you can collaborat...
He adds that with the launch of the iPhone, people learned that smartphones are powerful tools that can be used as a mobile office.LacerteReneEBSCO_bspCpa Practice Advisor
LacerteRenéEBSCO_bspCpa Practice Advisor
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
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