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Level 2
March 15, 2025
Question

Setting up a Partnership program

  • March 15, 2025
  • 2 replies
  • 10 views

I file and pay for Partnership returns by REP.  I can't remember how to set up the program and need to file an extension for a client.  This is the only Partnership return I have at this time so I can't just add a client like I would for an S-Corp or a Fiduciary .  Any help is appreciated.

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2 replies

abctax55
Level 15
March 16, 2025

You have to download the partnership module.  Options are:

1) Go to MyAccount & download the software

2) Use ToolHub to install the software

3) Run WebSetUp (Windows key, programs or apps, Lacerte, 24WebSetU) and select "Partnership"  Be sure to also select the appropriate state/states you need.

 

HumanKind... Be Both
George4Tacks
Level 15
March 16, 2025

@kcchristensen Which software are you using?

Answers are easy. Questions are hard!
abctax55
Level 15
March 16, 2025

The tag at the bottom says Lacerte.... so I 'ass-u-me-d 😉

HumanKind... Be Both
George4Tacks
Level 15
March 16, 2025

Tag? I guess that is something I have not been very attentive to. Good eyes.

 

Answers are easy. Questions are hard!