Some separately forms must be generated before the entity has an EIN. This may cause difficulty when a client is licensing Lacerte on pay-per-return (REP) basis.
- Form SS-4 "Application for Employer Identification Number" (Input in Screen 81 Application for Employer ID No. (SS-4))
- Form 56 "Notice Concerning Fiduciary Relationship" for initial estate return (Input in Screen 65.1 Notice Concerning Fiduciary Relationship (56))
Input "AppliedFor" (exactly as shown, without a space) in the EIN field in screen 1 "Client Information".
This will facilitate printing forms that do not need an EIN.
After the EIN is obtained, change Screen 1 to reflect the actual EIN, and compute the actual return (incurring REP charge if applicable).