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How to update your firm information in Lacerte

SOLVEDby IntuitLacerte Tax41Updated October 12, 2021

To change the federal identification, telephone, fax numbers, or email address:

  1. Go to the Settings menu and select Options.
  2. Select the Firm Info tab.
  3. On this screen you can adjust the following items:
    • Federal Identification Number
    • Telephone number
    • Fax number
    • Email (individual module only)
    • EFIN

To edit the firm name or address:

  1. Go here to sign in to My Account.
  2. On the left-side menu, press Account.
  3. Select Manage EFIN.
  4. Under EFIN Registration, select the down arrow to choose the reason that best matches your situation.
    PCG_L3GaFnuWy_03.png
  5. Select the box for I have all the required documents and information to proceed to next step.
  6. Select Next.
  7. Enter your updated information in the form. This should match exactly with the IRS documentation.
  8. Choose the Document Type and select Browse.
    PCG_L3GaFnuWy_02.png
  9. Select the EFIN Application Summary to be uploaded, then press OK.
  10. Select the I agree to the Terms and Conditions box.
  11. Select Submit.

If you don't know how to find your EFIN Application Summary, see What to submit for EFIN registration for instructions on accessing it on the IRS e-Services website.

After the request has been submitted, you'll receive an email confirmation. Processing takes 1-2 business days and you'll receive an email notification once it's complete. Within Lacerte you'll need to download a new prep file to use the updated Firm name or address. Refer to How to download and install Lacerte prep files for details.

 

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