pruis
Level 1
02-08-2021
05:42 PM
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what are the steps to update the EIN to all 9's.
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abctax55
Level 15
02-08-2021
05:55 PM
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Go to the client data 'page' when the FEIN is entered, then change it to all 999999999999999999999999999's
I ass-u-me you are doing this to run a prelim/dummy return to avoid incurring REP charges until you are ready to actually do the return?
HumanKind... Be Both
pruis
Level 1
02-08-2021
06:01 PM
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I entered all 9's then selected the forms tab and the message was to update the EN to convert the clients return.
Yes I am changing to 9's until I am ready to file.
abctax55
Level 15
02-08-2021
06:49 PM
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Are you trying to convert a file from different software?
I've never done that, so I can't help.
HumanKind... Be Both
sjrcpa
Level 15
02-08-2021
06:49 PM
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convert? What software are you using?
Convert is not a Lacerte term.
The more I know the more I don’t know.