New
Display foption for Individuals receiving K-1s (in prior year)
Posted 8/28/23.
Clients in CA might be waiting until the last minute for K-1s from passthroughs. To file on time, I might need to prompt them to get me info so I can prepare an estimate.
I'd like to identify clients that received K-1s from passthrough entities in 2021. But I want to use 2022 Lacerte. Is there a trick to make it easy? The display can show Ptsp/S Corps but that isn't helpful.
Is there a tool or a database report?
(I posted this in the main topic thread, but no answers were received. So I'm trying to elevate it to the software technical people by posting to this tax idea exchange.)
