joshuabarksatlcs
Level 10

Can anyone tell me how we verify the number of "E-filed Clients" in the Bundle Usage calculation they use?

Did you (a) sign up as a REP user or (b) buy the Lacerte software?

If (a), you pay for each REP you've authorized.  If (b), did you buy (b1) a bundle - e.g. 200, or (b2) unlimited?

If b2, you likely wouldn't ask the question. 

IF b1, each time you do a Form calculation for the first time for a TP (your client) it counts as one for your bundle.  After say 200 in my example, you'll be charge per REP. 

I heard from an officemate that, beginning  this year, Lacerte has a counter and asks the user to acknowledge the countdown - at the first time Form is selected for a TP.  My officemate bought a 200 bundle is down to 175 or so now, after doing the Form for 25 clients. 

Alert (all hearsay from my officemate): Lacerte doesn't allow different versions for each  TP.  If you save a TP under a different client number, it would count as a new client and your bundle will have one less available TP.  You need to change the client SSN to 999-99-9999 if you copy the TP to do a second version.   OR, if you like me, set up a bunch of SAMPLE files for running dummy scenarios or testing Lacerte processing.

I don't know if Lacerte provides bundle users an accounting (similar to the LACERTE statements, which for example would show "no charge" for entity clients with an 99-9999999 EIN. 

This is all I can think of in response to your question.  I don't know much more about the bundle business.  I'm just parroting my officemate's words.               


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