I just finished my second 1-hour-plus phone call this year on a technical issue. The value of my time, and the agent's, greatly exceeded the tax amount in question, but, dang it, I want my returns to be correct! This time, after 80 minutes, I still didn't have an answer, and had to move on, left with a choice of either making an arbitrary override to the number I think is correct, or blindly accepting a computer calculation that can't be footed by me or the agent.
Apparently no higher-level technical review is possible without me staying on the phone, which since I have other clients is simply impractical. Isn't this what email is for? Why can't I send the return by encrypted email, and receive an answer later from Technical? Even if this were to take several days, I could at least be doing other work.
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You can. Tools, Communications, Service Requests Lacerte email support.
This worked great when they first instituted it years ago.
In recent years mine tend to go into a black hole and disappear or get marked solved when they weren't.
YMMV.
And if all that time was more than the dollars involved, I'd use the override and move on.
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