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BeckyO
BeckyO
Level 2
January 11, 2026
Question

Exempt Org, Gift and Estate modules - not able to proforma 2024 to 2025

  • January 11, 2026
  • 1 reply
  • 8 views

Exempt Org, Gift and Estate modules are not "live"/accessible on my 2025 Lacerte software and cannot proforma the exempt and gift returns over from 24 to 25.  We do have these as REP returns but are on a charge to CC as the returns are commenced.  Does anyone else have any issues with this - or did I miss a key piece of communication somewhere along the line?

1 reply

abctax55
abctax55
Level 15
January 12, 2026

Did you select those modules when you downloaded the 2025 software?

If not, run WebSetUp again (maybe thru ToolHub but I'm not sure it is functional yet for 2025) & be sure to select those modules.

 

HumanKind... Be Both
    BeckyO
    BeckyOAuthor
    Level 2
    January 15, 2026

    Thank you! My IT resource did not install.  Great easy solution and so obvious.

    All the best!

      abctax55
      abctax55
      Level 15
      January 15, 2026

      Most things ARE obvious.... after the fact <w>.

      Glad I could help.

      HumanKind... Be Both
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