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someone else within lacerte filing group is filing for our clients using our clients FEIN number

dpinard
Level 1

I do not know how lacerte is allowing someone else to efile extension for one of my clients.  I paid for the client using lacerte,  and my client confirms that I am the only CPA used for filing their return. I have been filing the returns since 2008.

 

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2 Comments 2
sjrcpa
Level 15

What leads you to believe this?


Ex-AllStar
abctax55
Level 15

How do you know the extension was filed using Lacerte?

I assume you know an extension was filed because you tried to do so, and it was rejected?

My thoughts:

1) simple error/dancing fingers by someone else in the universe filing extensions this weekend.

2) identity theft (client) 

3) you've been hacked.

(altho for #2 & #3.... you'd think more than just filing an extension is what would happen) 

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