e-file Acceptance Letter?

drbdrb · ‎03-01-2025

For 2024 I switched from Lacerte to ProSeries Basic. Lacerte has an e-file Acceptance Letter, which identifies the date the returns were acknowledged as accepted, refund/balance due information, and direct deposit/withdrawal information. Does ProSeries Basic have an equivalent letter that can be generated? Thank you.

Jim-from-Ohio · ‎03-01-2025

Form 9325

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Just-Lisa-Now- · ‎03-01-2025

9325 shows EF acceptance, the Standard Client Letter should spell out all the filing details.

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drbdrb · ‎03-12-2025

Thank you! Is there something similar for acknowledgement of e-filing with California?

Just-Lisa-Now- · ‎03-13-2025

Sadly, no. But its so rare that a CA return get rejected and the fed doesnt, I use the 9325 to show that both returns have been accepted.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪