We have an external system that generates the xml files for importing into the Lacerte Software. We are gearing up to do more e-filing and my end user community... read more
I have an app that I developed to automate data entry into lacerte, we have been using it since 2019 and i have the Lacerte ODBC drivers to do it. I can push nu... read more
I am unable to query a column that I know exists using the Lacerte SDK.I have created a custom filter which points to column C7_190. My CTS001.IW3 file says:"C7... read more
Not clear when, but there is an update to the Lacerte SDK.https://developer.intuit.com/app/developer/lacerte-sdk/docs/lacerte-get-startedI have not installed or... read more
Please help me with handling of the Section 263a costs on Form 1125-A. The client had Section 263a costs from PY that was on the tax balance sheet, but not on t... read more
Sureprep offers Tax Caddy as an add on. It seems more streamlined than Smart Vault. Has anyone switched from one to the other? Any comments pro or con would be ... read more
Intuit / Lacerte product enhancement.When I print an amended return to Smartvault, it overwrites the original return. Same issue when printing acceptance letter... read more
I am a UK citizen, living in the UK, but with US income so have to file 1120-F for Fed and 6 States.As a foreigner, I have not been able to obtain an EFIN, so u... read more
Does anyone know which table, series, code, etc. is used for Form 7203, Part I, Line 15? This is a computed value but has to be stored somewhere as it carries o... read more
Attempted ODBC access through Excel. The Lacerte login popup was behind the Excel window which was not more than 50% of my screen. All other windows were minimi... read more
My tax years 2021 thru 2019 (and then I gave up trying to open) are marked as Unable to verify online credentials. Luckily 2023 and 2022 are still accessible.An... read more
Hello,Is anybody now receiving registration errors with v436?08001] [Lacerte][ODBC] (10380) Unable to establish connection with data source. Missing settings: {... read more