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- IDATA clients-when in a client and you click on FORMS - this pops up - "Confirm Forms Access" and "Bundle balance" I've been a Lacerte user sine 1997 What is this for?
IDATA clients-when in a client and you click on FORMS - this pops up - "Confirm Forms Access" and "Bundle balance" I've been a Lacerte user sine 1997 What is this for?
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KenmJimb
Level 1
01-16-2022
04:30 AM
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George4Tacks
Level 15
01-16-2022
02:02 PM
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this sounds like you need to update your prep file.
Are you on a 200 bundle or something of that type? Going to forms will use a credit.
Here's wishing you many Happy Returns
