rltco123
Level 1
03-09-2023
08:20 AM
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Billing issue and REP Access:
After analyzing the situation and comparing the online billing information to our client's Lacerte file, it is clear they are pre-billing us by using premature "billing triggers" such as filing for an extension, printing 2023 1040ES forms and most anything that requires the tax preparer to go to the "forms" tab.
An example: If say a client had not filed for say 5 years. As we prepare the delinquent tax returns, we want to have the client make estimated tax payments to prevent tax penalties and interest on the current year tax return. This triggers a billing charge, yet, other than this we had not touched the program for this client, However, the 1040ES triggers a charge, because once you go to forms to print the 1040ES you are charged a fee for a tax return you may not prepare for many months.
Lacerte customer service does not deal with this issue fairly and they try to strong-arm you: because they can cut you off. They have gone as far as discontinuing our service and flashing our private payment information on the screens of all our PCs running Lacerte for our employees to see, which is unlawful.
What have you experienced?
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