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Firm information on tax return does not match my Lacerte account info

Fiona
Level 2

MY EFIN was recently updated with the IRS.  The approved IRS EFIN application was submitted and approved by Lacerte.  My Lacerte account information reflects the new information.  How can I update the information in my Lacerte tax program?  I updated Lacerte after the EFIN was approved by Lacerte, but my old information is still listed in my firm info under settings.  For what it's worth, I also use ProConnect online and the information is updated there and listed correctly.

 

Thanks for any information you can provide!

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1 Best Answer

Accepted Solutions
Fiona
Level 2

I ended up solving the issue and am posting it here in case anyone else has the same question - 

Settings> Update Preparer Information>Download Prep File

 

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1 Comment 1
Fiona
Level 2

I ended up solving the issue and am posting it here in case anyone else has the same question - 

Settings> Update Preparer Information>Download Prep File