qwilliamson
Level 1
05-11-2023
11:45 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
We have had several instances where client banking information was changed to a Green Dot account and routing number after submission of returns to Lacerte. Seems like bank information was changed when Lacerte submitted returns to IRS because our printed copies and Lacerte file of returns show correct banking information and activity logs have no activity after printing returns to pdf. Anyone else having same issue?
Labels