RonFrank
Level 1

In California, taxpayers are required to pay their tax electronically if certain criteria are met. If a client met this criteria 5 years, then every subsequent year they must pay electronically even if below the threshold in those years. How are tax preparers keeping track of this so they know that a client is required to use Webpay.  According to a Lacerte person, Lacerte does not keep track of this anymore (she said they did up to 2020).

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