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Level 2
March 27, 2020
Question

Payment/Estimate Due dates in letter

  • March 27, 2020
  • 4 replies
  • 17 views

Does Lacerte intend to change the filing, payment and estimated payment due dates associated with Keywords used in the Client letters?  IRS, and now several states, have postponed due dates and every letter we send out contains incorrect information.  I know we can override but have to do it using Custom Client Letter, one client at a time (so far as I know).  Not acceptable.

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4 replies

George4Tacks
Level 15
March 27, 2020
Answers are easy. Questions are hard!
abctax55
Level 15
March 27, 2020

Wow... I didn't realize Lacerte hadn't updated for this yet..  /S

HumanKind... Be Both
Level 3
March 28, 2020

Not acceptable at all.

abctax55
Level 15
March 28, 2020

You're entitled to your opinion.

HumanKind... Be Both
Level 4
March 30, 2020

You can override the tax return due date for the letter in the letter screen 5.1 but that only works if fed and state due date are the same, and it doesn't address the estimates, which I don't know of any way to override. 😞  Lacerte needs to provide an update for this. 

George4Tacks
Level 15
March 30, 2020

I heard that they are gonna do it mañana.

 

Answers are easy. Questions are hard!