drbdrb
Level 3
‎03-01-2025 10:20 AM

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. 

0 Cheers
Reply
Jim-from-Ohio
Level 11
Level 11
‎03-01-2025 10:57 AM

Form 9325

View solution in original post

Reply
Just-Lisa-Now-
Level 15
Level 15
‎03-01-2025 12:36 PM

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


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Reply
drbdrb
Level 3
‎03-12-2025 11:46 PM

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

0 Cheers
Reply
Just-Lisa-Now-
Level 15
Level 15
‎03-13-2025 08:59 AM

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♥¸¸.•*¨*•♫♪
0 Cheers
Reply