MY EFIN was recently updated with the IRS. The approved IRS EFIN application was submitted and approved by Lacerte. My Lacerte account information reflects the new information. How can I update the information in my Lacerte tax program? I updated Lacerte after the EFIN was approved by Lacerte, but my old information is still listed in my firm info under settings. For what it's worth, I also use ProConnect online and the information is updated there and listed correctly.
Thanks for any information you can provide!
Best Answer Click here
I ended up solving the issue and am posting it here in case anyone else has the same question -
Settings> Update Preparer Information>Download Prep File
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