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Level 1
March 14, 2024
Discussion ongoing

Lacerte

Related products:Lacerte
  • March 14, 2024
  • 1 reply
  • 5 views

As are a number of people now, we are working from home and not in an common office.  Partners in a firm each have their own address.  We have a communal PO Box for all of us to use and select each ones mail.  The IRS Efin registration allows us one physical address which we use one of the partner's address and a mailing address with our communal PO Box.  The problem we are encountering is with Lacerte.  It will not allow us to use the PO Box (mailing address) for our firm address and prints the one partner's address on slip sheets, letters, etc.  Our clients send us mail a lot and one partner does not want to become the postal clerk for all of us.  Not to mention, the worry with other partner's possibly not getting their mail.  There needs to be an option with Lacerte that in addition to a physical address, there is also a mailing address like the IRS Efin has.  And a firm as the option to have the physical or mailing address on all their documents and correspondence through Lacerte.  Seems like a reasonable request and should be easy to accomplish with the software.  I am sure there are many that have encountered this problem.

1 reply

Level 7
March 14, 2024

Thanks for the idea to allow users to add a P.O. Box instead of a physical address. We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >>  Lacerte Idea Exchange
 

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