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How to change the client's number without duplicate fees

Lena2020
Level 1

Hi;

I have a client's number as N&N which is not valid for r-filr. I want to change it without duplicate fees from Lacerte. How can I do that ?

Please advise;

 

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1 Comment 1
abctax55
Level 15

Even tho it says "you'll be charged, generally they don't IF the SSN/FEIN isn't changed.

AND, if you do get charged twice, there's a snifty feature on 'MyAccount' to use & get it reversed.

 

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