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- Form 9325
Form 9325
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KristineM
Level 3
03-01-2021
06:08 PM
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In Ultratax when a return was accepted, the client received, automatically, Form 9325 for both Fed and State if set up in their return correctly. It was very nice! I see where Lacerte generates a letter for the Federal acceptance letter that I can manually send. I do not see one for the state return? Also, is there anything automated in Lacerte that does what UltraTax did?
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sjrcpa
Level 15
03-01-2021
08:13 PM
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Form 9325 is obsolete but some software still generates it.
There is no auto generate and email to client efile acceptance in Lacerte. I have found most clients don't even want to see it. I used to send them but stopped years ago. On the rare occasion someone asks, I'll generate it.
I thought federal and state efile acceptance was on one letter in Lacerte. But I just printed one and it isn't.
There are state acceptance letters but I guess I don't know how to generate them.
EDIT: For 1 return the letter only said federal efile accepted. For another test one, it said federal and state accepted. I cannot explain.
Ex-AllStar
