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Addtional EFIN
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Girlboss
Level 1
08-03-2024
10:08 AM
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Hello, I am a current firm owner already using Lacerte. I am purchasing clients from another tax preparer and I have organized these clients into a new entity with a new EFIN. I have plenty of space with my current Lacerte subscription to absorb these clients, but I want to have the option to use my original EFIN for current clients and the new EFIN for new clients. How do I go about adding another EFIN without getting rid of the current one I have? And is this going to cost me more money?
4 Comments 4
Accountant-Man
Level 13
08-04-2024
06:37 PM
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IDK, but it sounds like you're asking for trouble, either from the software or from the IRS. Two EFINs for the same company?
Maybe set up a new entity, or just keep separate track of the new clients in QB or whatever.
** I'm still a champion... of the world! Even without The Lounge.
Girlboss
Level 1
08-04-2024
08:09 PM
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Hi thanks for your input. I actually have two separate entities and two separate EFINS but I want to use both in Lacerte. I’m not sure how to add the second one.
George4Tacks
Level 15
08-05-2024
08:23 AM
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I believe you need to separate Lacerte account ($$$$). In the general area of where you enter the preparer number you can enter FIRM NUMBER, that will then load information from the firm information file that you will update occasionally from Lacerte.
Answers are easy. Questions are hard!
DatabaseRobertL
Level 4
3 weeks ago
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Sounds like a lot of fiddling to little gain, and potential for "gotcha" moments down the line. Okay, they are new clients to your firm. You file them from your firm. Done.
Without jumping through a ton of hoops, you could do things like create duplicates of your Preparer info lines further down in the list, and use those for the new clients coming over.
For example, your existing staff records are Preparers # 1-99.
You create copies in the 201 to 299 range, exactly the same info (1 == 201, 99 == 299).
Entries for normal clients are in 1-99.
Entries for clients from that firm are in 201-299. Same name/# at bottom of 1040, but you can see at a glance how many are from each company.
If you take on more firms' clients you can do the same again in 301-399, etc.
Robert Kirk
LTUGtools
