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Level 2
May 11, 2023
Question

Green Dot Banking Changes

  • May 11, 2023
  • 2 replies
  • 24 views

We have had several instances where client banking information was changed to a Green Dot account and routing number after submission of returns to Lacerte. Seems like bank information was changed when Lacerte submitted returns to IRS because our printed copies and  Lacerte file of returns show correct banking information and activity logs have no activity after printing returns to pdf. Anyone else having same issue?

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2 replies

abctax55
Level 15
May 11, 2023

Not quite sure what a "Green Dot" account is - is that the name of a bank?

If that's the case - this is scary. Hacking comes to mind.... of your system....

I assume these returns had refunds (not payments) and that your clients haven't received their refunds?

How did you find this out?

 

HumanKind... Be Both
Level 2
May 11, 2023

Green Dot is name of bank. Returns had refunds and not payments. Some clients called about delay of refunds and then some clients received IRS letters to verify bank information. Don't know how hacking of our system would be an issue when our logs are showing that the correct information was received by Lacerte and change occurred from the Lacerte to IRS submission.

abctax55
Level 15
May 11, 2023

Hackers don't always leave a nice clean trail to follow..... maybe it's just my paranoia.

Have you contacted Lacerte's customer/tech support for info?  And maybe the IRS efile help desk?

And FWIW, this is the first reporting of this situation that I've seen (across several forums I follow).

HumanKind... Be Both
abctax55
Level 15
May 11, 2023

I see Green Dot is an on-line bank, connected with VISA.

Any connection with your client's bank accounts?

 

HumanKind... Be Both
Level 2
May 11, 2023

Absolutely no connection at all to client bank accounts.