Form 9325

Forum|Forum|5 years ago
March 2, 2021
1 reply
20 views

In Ultratax when a return was accepted, the client received, automatically, Form 9325 for both Fed and State if set up in their return correctly. It was very nice! I see where Lacerte generates a letter for the Federal acceptance letter that I can manually send. I do not see one for the state return? Also, is there anything automated in Lacerte that does what UltraTax did?

Lacerte Tax

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sjrcpa

Level 15

Form 9325 is obsolete but some software still generates it.

There is no auto generate and email to client efile acceptance in Lacerte. I have found most clients don't even want to see it. I used to send them but stopped years ago. On the rare occasion someone asks, I'll generate it.

I thought federal and state efile acceptance was on one letter in Lacerte. But I just printed one and it isn't.

There are state acceptance letters but I guess I don't know how to generate them.

EDIT: For 1 return the letter only said federal efile accepted. For another test one, it said federal and state accepted. I cannot explain.

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

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