When you purchase a new computer, you'll need to back up your data from your old computer, install the program on your new computer, then restore your data. Step 1 - Back up your client files, settings, and options The Lacerte Tool Hub has a backup utility that will allow you to ba...
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...
Before you can start using Lacerte Tax Planner to hide a tax planning year, you need to ensure that the software is properly set up and configured. This step is crucial for accurate and efficient tax planning. Follow these steps to set up Lacerte Tax Planner: Install the software:Begin by...
An example: Deploying Azure instance to run Quckbooks, Lacerte (Tax Prep SW). Setup is AVD & FSLogix and Win 2022 VM to run database services and shared files. There is no on-prem DC, so no hybrid identity. Azure VMs are Entra Joined only, and users will be Entra Id ...
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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
To change the data path for all workstations on the network at once (Network License Only): You must sign in to vote.Lacerte Tax 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 How...
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