Question
double Billing for processing
Periodically, I have new clients that were previously with a tax preparer that was also using Lacerte.
In order to avoid reprocessing the prior year information, I would get a copy of the Lacerte File from the prior accountant and use this copy to proforma for the new year. However, recently I have been charged a processing fee for downloading this prior year return. How do I avoid this charge which had already been paid by the prior accountant?
