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Level 1
June 5, 2020
Question

name control

  • June 5, 2020
  • 1 reply
  • 6 views

where is the input field for name control in lacerte

 

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1 reply

abctax55
Level 15
June 5, 2020

The 'name control' comes from the client screen, where the full name of the entity is entered.  There's no need, or place, to enter it separately.

Did you get a rejection?

 

HumanKind... Be Both
sjrcpa
Level 15
June 6, 2020

Although, if it is a trust such as The John Jacobs Trust and Lacerte came up with THEJ and you got a reject, you can enter the correct name control in Screen 2.2

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