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- Stop Overwriting E-File Activity Data when a PY is Proforma'd over after an extension was E-Filed (LACERTE)
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Stop Overwriting E-File Activity Data when a PY is Proforma'd over after an extension was E-Filed (LACERTE)
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Stop Overwriting E-File Activity Data when a PY is Proforma'd over after an extension was E-Filed (LACERTE)
Stop Overwriting E-File Activity Data when a PY is Proforma'd over after an extension was E-Filed (LACERTE)
Submitted by jmiami on 04-25-2024 12:14 PMCurrently, all E-File Activity is overwritten (cleared) when the client's PY Lacerte tax return is Proforma'd over. This is extremely frustrating since we have many clients who do not file on time and we e-file extensions and when the PY is proforma's over the extension e-file data is gone.
No E-File activity should ever be cleared - EVER!!!!
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