The data path is the location where the program stores the client tax files. You can change the data path in the settings.If you have a network license, you can
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
Further reading:What are the Benefits of Learning Multiple Tax Software as a Tax Practitioner? Lacerte 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...
LacerteRenéEBSCO_bspCpa Practice Advisor
The article explores the change brought about by the iPhone on modern business. According to the author, the advantage of Software-as-a-Service have been a huge win as accountants no longer worry about changes they need to make on a file or if they are using the correct software version....
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 mo
When emailing PDFs, the program you're working in will open your default email program to send the client file. If your email program doesn't open, make sure it's set as the default email program in Windows. The email feature works with 32-bit email programs th...
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