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Best Answer Click here
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I believe the answer is YES.
Often using Ctrl + L to open a ticket. You can send the return and comments on the problem.
Post your question here and you will likely get a timely answer.
Answers are easy. Questions are hard!
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Slava Ukraini!
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Answers are easy. Questions are hard!
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Every year for at least eight - ten years I have said I am done with Lacerte...this year is the last straw unless Lacerte steps up their game! I and my client's spend a good deal of money for intuit products between the tax program, various payroll products, QB desk top, and QBO it is really time for better results for the money we spend!! I sure hope someone higher up in Intuit takes note of our complaints!!!
Sorry for my venting!!
Outraged
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Lacerte Appointments is archaic and leaves much to be desired. For a single practitioner, consider Google Calendar.
Data errors such as what you described do occasionally happen. Garbage ASCII occurs everywhere. My solution would have been to add a dependent. Exit Client. Enter Client. Delete Dependent. Rinse and repeat.
Hang in there and post your next problem here.
Answers are easy. Questions are hard!
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The convenience of Lacerte appt book and all tax client's info in one place is a great feature thus why I use the calendar. As to the solution to my second issue yesterday, I tried your suggestion multiply times as well did the tech on his own system. He even copied the client file as a new client profile on his computer and same issue. He agreed clearly a program system error.
I am not knocking the fact that when Lacerte is operating correctly it is an awesome program that does a great job in the task at hand; assisting to prepare tax returns with the most accurate results,. However when there are software issues, and there always are, they need to have knowledgeable employees on hand to minimize the software users frustrations especially during our most stressful time of the year.
Thanks for listening,
CF
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**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Accept as solution"
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Are you calling us old?

Slava Ukraini!
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The more I know the more I don’t know.
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I agree!
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Absolutely! I tried to navigate the current help system in vain for several hours. The "how may I route your call" personal operator has apparently been cashiered, replaced by a call back feature and circuitous voice mail menus that have no "live operator" option and no way out.
I wound up at one point in a QuickBooks access option loop - and our office doesn't even use Quickbooks! I hung up and called back in. Finally received two callbacks with the first responder, after an hour, still trying at this moment to conference in the billing department. She needs to include them to resolve a double billing question which is blocking rep access for our office. The Lacerte computer system falsely shows a balance due but the billing depart But can my technician's supervisor , after over an hour wasting both of our times, bypass the backed up billing queue by simply calling a billing dept. supervisor directly? Nope!
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@IRonMaN "a tenured pool of experts"
Oh, is that what he said?
Thought he was referring to my ten-year-old grandson
He's an expert in remote learning. I should ask him for help setting up a Zoom classroom for some of you regulars.
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Right there with you! And we are in the year 2021 and it's terrible! No customer support whatsoever!!
Customer Service for such a high end tax software, which we held high, is no longer quality. We spent total time of about 4 hours on the phone with them today when we are in dire need of some assistance. I believe they changed management or customer service company and it's really bad. We were on hold for the majority of the time and still they couldn't help us. Their billing system has changed and has locked our account and now we are unable to file returns from 24-48 hours with 10 days out! This is unbelievable and we are seriously considering taking our business elsewhere. It's disheartening when we've been loyal customers for over 28 years. We are very frustrated and outraged too!
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Yes, I agree but how does a billion dollar company charge 4 times what any other tax program and not have any support on the week like 24/7 especially during tax season.
The program will not even open! And absolutely no support!
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Our office has been big issues for the last past 6 weeks, and no one was able to solve this problem. We are stuck and cannot move forward.