When and why would you send tax returns to Intuit?

STR-B · ‎04-15-2023

I wanted to know the purpose and benefit of this feature. Is it for calculation error related issues, checking accuracy of the return, questions or concerns?

PhoebeRoberts · ‎04-15-2023

I've only done it when there was a programming error that was keeping me from preparing a complete and accurate return. Like, "if you have oddball entries in these 3 fields, Lacerte screws up the calculation of this completely unrelated 4th field." Stuff where tech support has zero chance of creating the weird circumstances that are causing a problem.

It is 100% not for asking "Hey, did I do this return right?"

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STR-B · ‎04-20-2023

Thank you PhoebeRoberts,

Coincidentally, I actually found out first hand what "send to Intuit " under “return actions” meant after speaking with a representative about a tax return computing improperly with screen changes. It was nice to have them there to walk me through and assist with back office issues.

STR-B