Skip to main content
Level 2
September 16, 2025
New

Allow the user to customize the filing instructions in LaCerte.

Related products:Lacerte
  • September 16, 2025
  • 0 replies
  • 1 view

This is NOT in regard to the Client Letter or Slip Sheets which I'm aware can be customized. For example; The Due Date states "File Immediately" for a Separate Form 8822-B Change of Address that isn't being filed late. That wording is basically implying that you have missed the due date and are filing late in my opinion. I have been asked several times if they have missed a due date for the filing of such Forms. I really just wanted to change to As Soon As Possible. Not a huge deal but also sometimes I want to change the date or some wording within the instructions. Thank you, Scott