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Level 2
February 8, 2022
Solved

Firm information on tax return does not match my Lacerte account info

  • February 8, 2022
  • 1 reply
  • 16 views

MY EFIN was recently updated with the IRS.  The approved IRS EFIN application was submitted and approved by Lacerte.  My Lacerte account information reflects the new information.  How can I update the information in my Lacerte tax program?  I updated Lacerte after the EFIN was approved by Lacerte, but my old information is still listed in my firm info under settings.  For what it's worth, I also use ProConnect online and the information is updated there and listed correctly.

 

Thanks for any information you can provide!

This topic has been closed for replies.
Best answer by Fiona11

I ended up solving the issue and am posting it here in case anyone else has the same question - 

Settings> Update Preparer Information>Download Prep File

 

1 reply

Fiona11AuthorAnswer
Level 2
February 8, 2022

I ended up solving the issue and am posting it here in case anyone else has the same question - 

Settings> Update Preparer Information>Download Prep File