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October 6, 2022
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Screen 29: Special Allocations

Related products:Lacerte
  • October 6, 2022
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Please allow the allocation amounts to be copy/pasted from an excel file.  The manual typing of the individual items for every line, every partner is extremely tedious and inefficient.  A particular input can be copy and pasted for a single amount, but not for multiple partners at a time.  The same feature would be appreciated when creating Allocation Groups, when allocating by % instead of $, being able to copy the allocation %s from a source file, rather than manual input for every partner would be appreciated.

This would literally save hours on every tax return.

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