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Generate Separately Filed Forms for Entities That Do Not Have an EIN

SOLVEDby IntuitLacerte Tax1Updated July 27, 2021

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.

Examples:

  • 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).

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