RDW
Level 2

I have a question for the Lacerte-using Community (I hope this is an appropriate forum to ask this question):

I purchased the 200 return package for individuals.  The only thing I am invoiced for additionally is additional states (other than my home state) in which they need to file.  What this means is if I have a client who files in my home state, plus one other state, I am invoiced supplementally for one additional state.  What this also means is if I have an out-of-state client (i.e. NOT my home state), I am billed for that out-of-state return as well.  Does anyone understand the rationale as to why each of my clients don't get a federal and one state return (regardless of their home state) without a supplemental charge included in the package?

I'm probably going to get an "it is what it is" answer, but I ask this question as the additional state charges aren't getting any cheaper, and I pass the out-of-pocket costs on to my client.  Some inquiring clients don't quite understand this, and I potentially might be losing some as a result.  Or maybe I'm going to get a surprise answer telling me that I should have been requesting a credit for such state charges all along and I've been overpaying for years?!?!

Has anyone else asked the question of Lacerte and received an answer?  They removed the account representative assigned to me for some unknown reason...so I would have no idea to who I would ask this question if I were to call in.

0 Cheers