Lacerte Tax Idea Exchange
Submitted by Carl5 on 10-12-2023 08:55 AMReturns get rejected after clients signs off on the return but then a day later we get an electronic rejection from the IRS or State. Now we have to re-open the client file contact the client and fix what should have been completed already. I submitted a NY return with no criticals then it gets rejected because I need to enter in Spouse Drivers license. This creates so much more work, this should have been a diagnostic. Also, I had to call Lacerte to find where to enter the License into. This info should be available on all rejections.
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