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Quick Answers
Click on one of the tabs below to view frequently asked questions
- Customer Service
- Getting Started
- Conversions
- What to Expect in the Conversion Process
- Common Questions
- Individual
- Input of W-2 Wages and Withholdings on Multi-State Return
- Input for common source documents including Form 1099
- Schedule K-1 Export / Import
- Entering a Form 1099-Misc
- How to Amend a Return
- Stat/Local Tax Refund if Itemized Last Year
- Entering a capital loss carryover for an Individual return
- Entering a Roth IRA Distribution for Form 8606
- Earned Income Credit - Why is it not being allowed?
- Electing to forego an NOL Carryback
- Partnership
- Schedule K-1 Export / Import
- California LLC Fee Calculation for Form 568
- Amounts included in self-employment income for partners and LLC members
- Forcing the balance sheet for Form 1065 when Question 5 on Schedule B (1065) is Yes
- Section 179 for a Partnership (Form 1065)
- Entering and specially allocating capital accounts
- Corporation
- S-Corporation
- Schedule K-1 Export / Import
- Bridging client fiiles between the Corporate and the S-Corporation Modules
- Shareholder basis input and calculation in the S-Corporation module
- Entering a change of shareholder ownership for an S-Corporation
- Disposition of assets with prior Section 179 does not produce a Form 4797
- My ending balance sheet is out of balance on Form 1120s
- Fiduciary
- Schedule K-1 Export / Import
- Deductions in the Final Year of a trust or estate (Form 1041)
- Fiduciary Social Security Number field is greyed out on Screen 1
- Deductions from Form 1041 are reducing income distributed on the Schedule K-1
- Unable to distribute a capital loss for a trust to the beneficiary on the Schedule K-1 (1041)
- Individual
- Tips & Tricks
- Lacerte Updates
- Importing Data Into Lacerte
- K-1 Export/Import
- Schedule K-1 Export / Import
- Unable to Import a Schedule K-1
- Items that will not transfer when using the K-1 export to 1040 from the S-Corporation Module
- Items that will not transfer when using the K-1 export to 1040 from the Partnership Module
- Items that will not transfer when using the K-1 export to 1040 from the Fiduciary Module
- Schedule D Import
- Trial Balance Import
- E-Organizer Import
- Data Conductor
- Family Link
- K-1 Export/Import
- Common E-File Questions
- Filing Deadlines
- Checking E-File Status
- Rejects
- Print Options
- E-File Atlas
- DMS
- Tax Planner
- About Tax Planner
- Getting Started
- Creat a New Plan
- Common Questions
- Changing the Tax Planner letter to reflect a different years data
- Copying a column or entire scenario in Lacerte Tax Planner
- Entering or changing the Interest Rates and Inflation Rate
- Adjust an amount by a percentage amount in the Lacerte Tax Planner
- Adjust an amount by a dollar amount in the Lacerte Tax Planner
- Purchase Tax Planner
- Lacerte Trial Balance Utility
- About Lacerte Trial Balance Utility
- From Quickbooks
- Import Data into LTBU from Quickbooks
- What version of Quickbooks will be needed for the trial balance utility
- Launching the Lacerte Trial Balance Utility from Quickbooks
- Creating a tax line group in the Lacerte Trial Balance Utility
- Creating a journal entry in the Lacerte Trial Balance Utility
- Posting the trial balance to the tax return from the Lacerte Trial Balance Utility
- From EasyAcct
- From Excel
- Purchase Lacerte Trial Balance Utility
- E-Organizer
- Forms Library
- Research Library
