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Level 3
March 14, 2024
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e-signature on 990 and 990T

Related products:Lacerte
  • March 14, 2024
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For nonprofit organizations with a Form 990-T and 990, to get the e-signature request for efiling, the Lacerte bounced out to Docusign becasue there are two forms for the client to sign, one for each return, and we (practitioner) have to manually add the signature and date fields.   It woudl be nice if the program stayed in Lacerte and just sent the two forms at the same time.    Not a huge pain but it works differently than all the other modules.