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Level 2
August 21, 2024
Discussion ongoing

Lacerte updates and efile rejections

Related products:Lacerte
  • August 21, 2024
  • 1 reply
  • 4 views

I am interested in better alerts to Lacerte updates before I submit an efile and get rejected. I currently check for updates before I submit my first efile of the day. Yesterday, an update came available unbeknownst to me later in the day after already having one successful efile, and my second efile was rejected. When it comes as a rejection, it can mess up the synch of federal and state filings where a state might go through and the federal is rejected. I don't use automatic updating of my software because the timing is not always convenient when I am working. Lacerte used to post an alert at the top of the screen when updates came available. Another idea is to make it part of the error and diagnostic check within efile before you hit submit.

1 reply

Level 7
August 30, 2024

Thanks for the idea to "enhance alerts to Lacerte updates, providing notifications to users who are not on automatic updates.We are changing the status to "Open for voting".

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