msindc1
Level 5
01-22-2025
11:20 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Folks:
When trying to send Link invites from within Lacerte, I am getting an error for one client indicating that the client's social security number is already in use in Link. But that client does not appear in Link. How can I fix this?
Micah
Community Manager
01-27-2025
05:29 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Hi @msindc1, If you haven't seen it already, check out the article How to resolve Lacerte error "Primary taxpayer SSN already used by the firm" when inviting a client ...