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Level 1
June 20, 2020
Question

HOW DO I CORRECT THE FIRM INFO IN LACERTE-IT IS GRAYED OUT

  • June 20, 2020
  • 2 replies
  • 12 views
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2 replies

Just-Lisa-Now-
Intuit Community Champion
June 20, 2020

The Firm info needs to match your EFIN info that Intuit has on file (that's why you cant change it)....did you recently change your firm name/address and haven't updated your EFIN application with Intuit?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 2
March 3, 2021

yes

abctax55
Level 15
June 20, 2020

Only Intuit support can make a change to the Firm info...even if it is only change of address.  They do so, then you must download a new preparer file. 

THAT is how they control the licensing/use of the software.

HumanKind... Be Both