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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.
I come here for kudos and IRonMaN's jokes.