Lacerte, PLEASE correct the programing for Federal Balance Due Dates within letters. While we can manually correct on the Client Letter that accompanies the tax return, this is a real time and accuracy issue. However, we cannot correct the date that prints on the acceptance letters and so these letters are showing an incorrect withdrawal date of April 15, 2025 no matter what date the withdrawal was set to draft.
Historically, when a Federal Balance Due date was entered for the payment of a Federal liability, the program would carry the information from the data entry field to the Client Tax letters AND the Acceptance letters would also reflect the correct withdrawal date. For the 2024 tax program, this is no longer true. The dates for State withdrawals are correct, but not the Federal withdrawals.
After much frustration with due dates and payment dates, I finally figured out that you can go to Client Letters, Letter Navigation, and OVERRIDE or CORRECT the different parts of the client letters. This process is timely and challenging, but worth the initial time. This is not the first year that Lacerte letters are less than accurate, but this workaround truly does work.
