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M
Mel24
Level 2
February 7, 2022
Question

How do you set up an efile confirmation to the client once the tax return has been accepted?

  • February 7, 2022
  • 2 replies
  • 8 views
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2 replies

George4Tacks
George4Tacks
Level 15
February 7, 2022

Manually. You print the confirmation letter and then e-mail or mail to the client. 

Answers are easy. Questions are hard!
    M
    Mel24Author
    Level 2
    February 7, 2022

    wow, I wish Lacerte sent automatic emails. This should be in the program to do. Thank you for your response

    George4Tacks
    George4Tacks
    Level 15
    February 7, 2022

    Vote for it here https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/automate-client-notification-of-irs-acceptance/idi-p/188168

    This is how changes sometimes get incorporated into the program from user wishes. 

    Answers are easy. Questions are hard!
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