Replies posted by Todd Menahem

2 Replies

M
Rising Star
Madeline MillerRising Star
asked in Ask a Peer

Income tax projections - Template

We have one that has been working well.  Not sure how I can share it.  PreparerEnsure QBD/QBO/ACS (if applicable) are up to date through prior monthPull last paystub(s)Create WP projecting incomeCreate copy of original 2022 return in LacerteSave Support to L drive Next steps are printing a tax summary to PDF and editing the document as needed.  Delete socials, change year to 2023 PartnerReview projection Email/Loom/call client 

4
T
Beginner
5 months ago
Steve Wortman
Rising Star
Steve WortmanRising Star
asked in Ask a Peer

Lacerte setup for 2023

I use Lacerte as well Steve.  I do not believe there is an integration with Lacerte.  

15
Steve Wortman
Rising Star
4 months ago

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