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Is there a place to mark to have Lacerte email the client when the IRS accepts their tax return?
Best Answer Click here
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Nope.. Lacerte doesn't have that automated feature. I believe UltraTax does, so perhaps Intuit will consider adding it (hint, hint)
You can print the acceptance letter to PDF, then send to your client as an attachment.
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For OLD SCHOOL: I would use Settings > Status > Add one for "e-mailed Acceptance"
Settings > Display > e-file Clients (view) > Add "Current Status" to the display
Click OK when done
You can then look at the e-file Client list to see who does not have "e-mailed Acceptance" Don't mark Final until after the e-mail is done.
Here's wishing you many Happy Returns
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I Was with Ultra Tax for decades. That was a nice feature. My clients will be disappointed.
Will recommend to Lacerte to consider.
Thank you for your response
