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- Cannot see customized status codes, list of preparers, or efile data for my firm
Cannot see customized status codes, list of preparers, or efile data for my firm
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chambrln
Level 1
02-23-2021
10:05 AM
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When I select Settings/Options in 2020 Lacerte, here is what I see:
Status panel shows only the 5 default descriptions, instead of the customized list that everyone else at my firm can see.
Preparers panel is empty - no preparers shown, all slots are "Empty"
In the "Firm Info" panel, the subsection titled "Electronic Filing" is blank.
No one else in my firm has these problems, and I don't have them with any earlier version of Lacerte. So clearly something is wrong with how my login ID is configured in 2020 Lacerte. How can I correct this so that my login ID can "see" my firm's customized list of status codes, preparer list, and efile data?
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