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- Changing the Client Number in Lacerte - deletes e-file history ?
Changing the Client Number in Lacerte - deletes e-file history ?
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ak
Level 2
05-02-2022
01:25 PM
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I filed an extension for several clients, afterwards I re-numbered some of them and the extension e-file confirmation that usually appears in e-file Status is gone. What if I need to get the extension e-file confirmation later ? Any tips? will Lacerte support able to provide it if I ever need the confirmation ?
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3 Comments 3
joshuabarksatlc
Level 10
05-02-2022
03:32 PM
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The EFile Status is retained in the file under the original client number. If you renumbered and need the Efile histor/status, you would need to re-renumber it back to the original client number.
When you re-renumber it back, the EFile activity report would be blank. However:
With Lacerte showing the List of all client,
Cursor on client, Left click to Highlight Client
Hit F4
A window pops up with three Tabs
Client Status
Client Log
EFile Status
The Right Tab, EFile Status should have the EFile history.
I come here for kudos and IRonMaN's jokes.
joshuabarksatlc
Level 10
05-03-2022
11:53 AM
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You're welcome. That's what this forum is for.
I come here for kudos and IRonMaN's jokes.
