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name control

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Level 1
last updated ‎June 05, 2020 4:16 PM

where is the input field for name control in lacerte

 

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Level 15
last updated ‎June 05, 2020 4:16 PM

The 'name control' comes from the client screen, where the full name of the entity is entered.  There's no need, or place, to enter it separately.

Did you get a rejection?

 

Former Chump... umm.... AllStar.
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Level 14
last updated ‎June 05, 2020 4:16 PM

Although, if it is a trust such as The John Jacobs Trust and Lacerte came up with THEJ and you got a reject, you can enter the correct name control in Screen 2.2


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