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Level 1
February 2, 2024
Discussion ongoing

Pre-Fill State PTE Representative Data

Related products:Lacerte
  • February 2, 2024
  • 1 reply
  • 1 view

Would like to see Lacerte auto-fill the state PTE (Pass-Thru Entity) representative data for Partnerships and S-Corps.  Wisconsin has newly required this for 2024, even when it doesn't apply.  The issue is, it's all information that is already in Lacerte: Name, address, telephone and e-mail.  An auto-fill would be helpful and maybe with an Informational Diagnostic to double check that the pre-filled data is correct.

1 reply

Level 7
February 4, 2024

Thanks for the idea to auto-fill the state PTE (Pass-Thru Entity) representative data for Partnerships and S-Corps.  We are changing the status to "Open for voting".

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