Rigo
Level 2
03-20-2021
05:28 PM
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If the other firm bought unlimited modules, you should be able to prepare that firm’s clients without incurring REP fees. There are at least two approaches:
1 You can ask for backup of the client files from the other firm and restore the files to your desktop/laptop. You should be able to process the client’s tax returns without incurring REP fees.
2 It is possible to install multiples firm files in Lacerte. For the instructions, here is the link:
Either method should not cost you REF fees.