DebF
Level 3

Our office has now had 2 clients the used the Lacerte 2024 CA Form 3893 (PTE) to pay their PTE payment. Both clients payments were supposed to be applied to their S-Corps, but unlike the state form where there is a box to check that says "This payment is for Form: __100S __565 __568". The lacerte form does not have this box. So after speaking with the state, they "guessed" the type of entity and guessed wrong. The payments were applied incorrectly and now we're wondering about the other 50+ forms we sent out and if this is happening to anyone else. I think this is something lacerte needs to update on the voucher...

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