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pandaokc1002
Level 2
February 7, 2023
Question

Changing Firm Information in Lacerte Software

  • February 7, 2023
  • 1 reply
  • 14 views

My firm's suite number is incorrect in Lacerte. It is correct with the IRS and I went to my account on here and changed it, but I don't know how to change it in software. Is there anything I can do to fix this?

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1 reply

P
PamC
Level 6
February 7, 2023

I believe you need to contact Lacerte to fix this.  If you go to Settings>Primary Options>Firm Info you see that the address fields aren't editable.  When I moved offices in 2021 I had to have Lacerte make the change and then it gets picked up with an update IIRC.

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