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A
atwood_long
Level 2
February 22, 2021
Question

EFIN entered incorrectly by Lacerte

  • February 22, 2021
  • 1 reply
  • 8 views

I have discovered that Lacerte has entered my EFIN number incorrectly in their system.  I have requested that they fix this but it has not been done as of now. I told them about a week ago. Any suggestions on how to escalate this so that I can get this resolved?

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1 reply

George4Tacks
George4Tacks
Level 15
February 23, 2021

Have you updated your prep file? Settings > Update Preparer Information > Download and install for 2020 to verify it is updated, then do the same for each year.

If it is not, CALL, CALL, CALL, YELL

Just in case https://proconnect.intuit.com/community/license-information/help/register-your-efin-with-intuit-before-e-filing/00/4921

 

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