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    Changing the Client Number in Lacerte - deletes e-file history ?

    ak
    Level 2

    I filed an extension for several clients, afterwards I re-numbered some of them and the extension e-file confirmation that usually appears in e-file Status is gone. What if I need to get the extension e-file confirmation later ? Any tips? will Lacerte support able to provide it if I ever need the confirmation ?

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    3 Comments 3
    joshuabarksatlcs
    Level 10

    The EFile Status is retained in the file under the original client number.  If you renumbered and need the Efile histor/status, you would need to re-renumber it back to the original client number.

    When you re-renumber it back, the EFile activity report would be blank.  However:

    With Lacerte showing the List of all client, 

    Cursor on client, Left click to Highlight Client

    Hit F4

    A window pops up with three Tabs

    Client Status 

    Client Log

    EFile Status

    The Right Tab, EFile Status should have the EFile history.

     


    I come here for kudos and IRonMaN's jokes.
    ak
    Level 2

    Thank you ! Super helpful !!!

    joshuabarksatlcs
    Level 10

    You're welcome.  That's what this forum is for.


    I come here for kudos and IRonMaN's jokes.
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