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IDATA clients-when in a client and you click on FORMS - this pops up - "Confirm Forms Access" and "Bundle balance" I've been a Lacerte user sine 1997 What is this for?

KenmJimb
Level 1
 
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George4Tacks
Level 15

this sounds like you need to update your prep file. 

https://proconnect.intuit.com/community/tax-return/help/how-to-download-and-install-lacerte-prep-fil...

Are you on a 200 bundle or something of that type? Going to forms will use a credit.

 

 


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