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Changing Firm Information in Lacerte Software
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pandaokc1002
Level 1
02-07-2023
01:15 PM
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My firm's suite number is incorrect in Lacerte. It is correct with the IRS and I went to my account on here and changed it, but I don't know how to change it in software. Is there anything I can do to fix this?
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pamdory
Level 8
02-07-2023
02:17 PM
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I believe you need to contact Lacerte to fix this. If you go to Settings>Primary Options>Firm Info you see that the address fields aren't editable. When I moved offices in 2021 I had to have Lacerte make the change and then it gets picked up with an update IIRC.
