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tax preparer info

jtb
Level 2

How do I update preparer information in Lacerte?

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4 Replies 4
George4Tacks
Level 15

Settings > Options > Firm Information > all the preparers are listed there, so correct as needed. 


ex-AllStar
jtb
Level 2

Do you know how I can opt out of efiling corp returns.  I said yes by mistake when I first set up.

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sjrcpa
Level 15

In Client information, uncheck the efile box. I don't know if you can turn it off globally once it's turned on.

Why wouldn't you want to efile corporate returns? Between the IRS mail backlog and the postal system delays, I don't want to file anything on paper if I can help it.

For future reference it would be best to ask a new question as opposed to tacking onto an old unrelated one.


ex-AllStar
sjrcpa
Level 15
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