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- 200 package - 1040 Rep's
200 package - 1040 Rep's
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sdtaxlady
Level 2
04-26-2022
04:55 PM
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I always purchase the 200 rep package for preparing 1040's. I've never gone over until this year. I have 3 clients that I requested a rep for and they decided not to file so they got charged against the 200 count but were not used. I then had to pay for those that were over my limit of 200. It seems like there should be a way to reverse the 3 clients I won't be filing and not have to pay for them. I called support and got cut off, still waiting for a call back. I'm sure I'm not the only one who has had this happen. Is there a solution or just pay it and forget it?
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Eaglelion
Level 2
05-09-2022
02:15 PM
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Go to your dashboard and on the left hand side there will be a "Billing" node - click through - you will see "Lacerte REPS" - from there you will see the REP charges and then toward upper right you will see helpful links one being "Request REP credit/refund" - this is where request credit against those 3 - they are trying to charge you for. You explain - you are on choice 200 and these three are still part of your 200. I'm going through this myself but worse. I have to authorize REP access for ANY tax return I click through and want to see a form or diagnostic - for any of the 300 that I've already paid for. Do NOT pay for these - Lacerte needs to do right by you - you are the client - do NOT just pay.
