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Emailing the client when IRS accepts return

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Level 2

Is there a place to mark to have Lacerte email the client when the IRS accepts their tax return?

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Level 15

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.

 

Former Chump... umm.... AllStar.
If a post answers your question, click on *Accept as solution* for future searches

View solution in original post

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Highlighted
Level 15

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.

 

Former Chump... umm.... AllStar.
If a post answers your question, click on *Accept as solution* for future searches

View solution in original post

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Level 2

 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

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Level 15

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. 


ex-AllStar