Does Lacerte have the function that keeps the original e-filed tax return in somewhere?

Forum|Forum|5 years ago
April 20, 2021
2 replies
12 views

I was about to amend a tax return that has been e-field last year, so I unlocked the file and input everything that needs to be updated. However, my client gave up the idea and I had to restore everything back. So I need the original tax returns.

The problem is the only original e-filed tax returns that I can find are my own copies I printed/saved before I submitted to e-file, which is not very convenient and can't prove that what I e-filed is what I saved in my hard drive.

Does Lacerte have such function to have the original e-filed tax returns saved in the software? or I just missed it?

Thanks~

Lacerte Tax

This topic has been closed for replies.

sjrcpa

Level 15

Nope. You could restore from a backup before you "messed" with the return.

I usually create a copy when I do an amended return.

The more I know the more I don’t know.

N

NTCLINDA

Level 3

I never mess with the original return. I copy the return to a new number or use xxxorig (for original copy), or xxx-X (for amended return). That way I keep the original file intact. IF there is an REP issue due to changing numbers, they are supposed to not charge for REP again based on SS#. What I do is use the amended return with the original #. If I need to see the original after I changed the number. you can backup the return to another directory (20tax\orig, or 20tax\amended, for example) and change the client # back to the original number. There are so many ways to accomplish this.

Sign up

Login with SSO

Let's get you signed in

Login with SSO