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Level 1
April 11, 2024
Discussion ongoing

Tax Bracket Worksheet

Related products:Lacerte
  • April 11, 2024
  • 3 replies
  • 4 views

PLEASE consider including the Tax Bracket Worksheet at the bottom of the Federal Income Tax Summary so it will print for all clients. I have so many clients asking about how their federal tax is calculated, what is an effective tax rate and marginal tax rate. This would great to include for all clients. I do not include "Worksheets" with client return copies because it makes for too long of a copy for which many clients do not even read these details. At least can you configure the program for preparers to have the option in settings to include in client copy would be great. Thank you.

3 replies

Level 7
April 13, 2024

Thanks for the idea to Include the Tax Bracket Worksheet at the bottom of the Federal Income Tax Summary so it will print for all clients . We are changing the status to "Open for voting".

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Level 2
April 16, 2026

I agree with this idea and landed on this page by researching if this was an option.  I see other accounting software programs have the ability to add this page separately.  I have so many clients that need to understand how their income is taxed, so I always have to pull this out separately.  We also do not provide the worksheets. 

Level 10
April 16, 2026

For LC, it would not fit on the bottom of the tax summary worksheet. Or you would have to go to 10 point font. It would get crowded.

Thanks for sharing this idea.

If the client sees the tax brackets they will still ask about tax rates. IMHO.