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KenmJimb
Level 1
January 16, 2022
Question

IDATA clients-when in a client and you click on FORMS - this pops up - "Confirm Forms Access" and "Bundle balance"I've been a Lacerte user sine 1997 What is this for?

  • January 16, 2022
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1 reply

George4Tacks
George4Tacks
Level 15
January 16, 2022

this sounds like you need to update your prep file. 

https://proconnect.intuit.com/community/tax-return/help/how-to-download-and-install-lacerte-prep-files/00/90711

Are you on a 200 bundle or something of that type? Going to forms will use a credit.

 

 

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