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Level 2
March 2, 2024
New

Include Lacerte option allowing FIRM NAME and address listed at top of all pass through entity K-1 letters

Related products:Lacerte
  • March 2, 2024
  • 1 reply
  • 7 views

All other top tier level tax software (Ultra-Tax, CCH, etc.) include the option to allow the CPA/Tax Firm's name and address used for all Pass-Through Entity K-1 Letters issued.

The letter is usually formatted to be from the firm who prepared the K-1 and not the entity.

1 reply

Intuit Community Champion
March 14, 2024

You can change this.  "Settings" menu>"Client Letter...">"K-1"

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