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Level 4
March 1, 2025
Solved

e-file Acceptance Letter?

  • March 1, 2025
  • 2 replies
  • 8 views

For 2024 I switched from Lacerte to ProSeries Basic. Lacerte has an e-file Acceptance Letter, which identifies the date the returns were acknowledged as accepted, refund/balance due information, and direct deposit/withdrawal information. Does ProSeries Basic have an equivalent letter that can be generated? Thank you. 

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Best answer by Jim-from-Ohio

Form 9325

2 replies

Jim-from-Ohio
Intuit Community Champion
March 1, 2025

Form 9325

Just-Lisa-Now-
Intuit Community Champion
March 1, 2025

9325 shows EF acceptance, the Standard Client Letter should spell out all the filing details.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
drbdrbAuthor
Level 4
March 13, 2025

Thank you! Is there something similar for acknowledgement of e-filing with California?

Just-Lisa-Now-
Intuit Community Champion
March 13, 2025

Sadly, no.  But its so rare that a CA return get rejected and the fed doesnt, I use the 9325 to show that both returns have been accepted.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪