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I use step 4 under E-File to print efile acceptance letters to SmartVault. I select the proper letter type (tax return, amended, extension, CA-LLC, etc.), and then print to SmartVault.
It works great, except no matter which letter I am printing, it saves as "e-file Acceptance Letter XXXXX" (XXXXX is client number).
So, when I print the acceptance letter for the tax return to SmartVault, it overwrites the acceptance letter that is currently there for the extension. Later, when I print the acceptance letter for the CA-LLC, it will overwrite the one for the 1040.
While I aware that I can go change the file names manually before I print the next one, this is inefficient. This seems like this is something that Lacerte should do automatically (eg, name each file something different).
Am I just missing a setting somewhere? Does anyone know how to change this behavior? Or, do I need to submit this to Lacerte as a suggestion?
Does DMS have the same issue?
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No
I am sure some Lacerte programmer would know.
Yes
Yes
P.S. How are you doing with envelopes for Cincinnati?
Answers are easy. Questions are hard!
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We had to print Cincinnati labels to put over the pre-printed envelopes I had bought. Effective and efficient.
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I have the same question. We had initially decided that it wouldn't be a problem if the extension acceptance letter was copied over by the efile acceptance letter but have since changed our mind.
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That would be an improvement to the program. Please vote for that IDEA in the idea exchange and POSSIBLY Lacerte will make it so.
Answers are easy. Questions are hard!
