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Level 3
March 3, 2022
Question

NYC Resident Selection Reverts Back to Default "NO"

  • March 3, 2022
  • 3 replies
  • 10 views

We have several returns with clients who are both NYS and NYC residents. They are each marked appropriately in the General Client Section in the New York Information portion. The county, school district name and number, along with the notation that they are full-year NYC residents are indicated.

The correct return prints to the Smart Vault and to DocuSign indicating NYC resident and the appropriate taxes are calculated.

However, the program randomly reverts back to marking the return and client as a Non-city resident. Accordingly, one return now requires amendment and we have others in the system that need to be watched.

Anyone ever experience this or other instances where the system randomly reverts fields back to the default choices?

This topic has been closed for replies.

3 replies

Level 2
March 5, 2022

We have the same issue.

Level 3
March 6, 2022

Thanks for commenting. We are new to Lacerte this year, our firm used Pro Series for many years. I'm surprised there has been no global announcement about the error to advise preparers of this issue. How did you become aware of the problem; did your client receive a notice?

sjrcpa
Level 15
March 6, 2022

"I'm surprised there has been no global announcement about the error to advise preparers of this issue"

As a prior customer of Intuit you should remember they rarely do such things. Communication is not their strong point.

The more I know the more I don’t know.
Level 2
April 3, 2022

Seven of my clients affected so far!  Lacerte has no answer!

Level 3
April 15, 2022

It is a total disgrace that they did not send out a notice.  They should be ashamed.  If they had something to market they would surely have notified everyone of us.  What do I know I have only been using Lacerte for 29 years

Level 2
April 15, 2022

class action lawsuit!!!