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Level 2
June 5, 2025
Discussion ongoing

Lacerte should include the new TAX BRACKET WORKSHEET as part of the TAX SUMMARY

Related products:Lacerte
  • June 5, 2025
  • 1 reply
  • 6 views

Lacerte should include the new TAX BRACKET WORKSHEET as part of the TAX SUMMARY so it is included in the client's copy of the tax return. Currently, it is shown as a worksheet only.

 

This TAX BRACKET WORKSHEET easily shows the client's income tax calculation (by tax bracket) and includes the portion subject to capital gain tax rate.

1 reply

Level 7
June 10, 2025

Thanks for the idea to " include the new TAX BRACKET WORKSHEET as part of the TAX SUMMARY". We are changing the status to "Open for voting".

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