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HOW DO I CORRECT THE FIRM INFO IN LACERTE-IT IS GRAYED OUT

tjwarrenco
Level 1
 
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4 Comments 4
Just-Lisa-Now-
Level 15
Level 15

The Firm info needs to match your EFIN info that Intuit has on file (that's why you cant change it)....did you recently change your firm name/address and haven't updated your EFIN application with Intuit?


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
abctax55
Level 15

Only Intuit support can make a change to the Firm info...even if it is only change of address.  They do so, then you must download a new preparer file. 

THAT is how they control the licensing/use of the software.

"*******Tax software is no substitute for a professional tax preparer*******
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MeBucko
Level 1

yes

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AllanR
Level 1

I have NOT changed the EFIN.  do I need to do that with IRS first?

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