Employer changed name but same EIN - Lacerte remembering the PY Info only

Forum|Forum|1 year ago
March 11, 2025
1 reply
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I have a client whose Employer changed their legal company name. Whatever the reason may be, they have the same EIN as the prior year, but the legal company name has changed.

When I enter this into Lacerte for the W-2, it is only remembering the prior information. It will auto populate with the old information, even after it was deleted and all the new information has been added for the update. It is physically changed on their W-2 so the information is correct. I have deleted the employer from the Add/Delete side of the screen. All of my clients information has been Pro forma but I would not want to go ahead and delete all of it just for this issue. Wondering if there is a way around this?

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Best answer by PhoebeRoberts

Settings, Table Editor, Wages (on the left bar), Employer Name. Find the problematic employer from the list on the right, click it to select, Delete!

Sometimes I can edit new info in if I'm really careful and sneaky, but removing the Table Editor entry works more reliably.