KristineM
Level 3

In Ultratax when a return was accepted, the client received, automatically, Form 9325 for both Fed and State if set up in their return correctly.  It was very nice!  I see where Lacerte generates a letter for the Federal acceptance letter that I can manually send.  I do not see one for the state return?  Also, is there anything automated in Lacerte that does what UltraTax did?

 

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