Hi @wondiradt  Thank you for the detailed follow-up and for sharing your experience — we really appreciate the time you took to document what worked for you. We’ve shared your feedback and experience with the appropriate team for further review.

In the meantime, could you please confirm whether you’re currently able to add any new preparers in Lacerte 2024? Also, are you able to modify Statuses within Settings > Options > Status tab? This will help us determine whether the issue is fully resolved or if you still need further assistance.

Thanks for your patience and for sharing your insights with the community!