Changing the Client Number in Lacerte - deletes e-file history ?

Forum|Forum|4 years ago
May 2, 2022
1 reply
6 views

I filed an extension for several clients, afterwards I re-numbered some of them and the extension e-file confirmation that usually appears in e-file Status is gone. What if I need to get the extension e-file confirmation later ? Any tips? will Lacerte support able to provide it if I ever need the confirmation ?

Lacerte Tax

This topic has been closed for replies.

joshuabarksatlcs

Level 9

The EFile Status is retained in the file under the original client number. If you renumbered and need the Efile histor/status, you would need to re-renumber it back to the original client number.

When you re-renumber it back, the EFile activity report would be blank. However:

With Lacerte showing the List of all client,

Cursor on client, Left click to Highlight Client

Hit F4

A window pops up with three Tabs

Client Status

Client Log

EFile Status

The Right Tab, EFile Status should have the EFile history.

I come here for kudos and IRonMaN's jokes.