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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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- Re: how to get refunds for client files not used in Lacerte?
how to get refunds for client files not used in Lacerte?
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alangeer99
Level 1
11-24-2022
09:28 AM
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2 Comments 2
IRonMaN
Level 15
11-25-2022
01:24 PM
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Magic? Intuit doesn't tend to like to write refund checks. They have the corporate policy of just telling you "tough nuggies" if you pay for more than you used.
Slava Ukraini!
jerry
Level 7
11-26-2022
04:09 PM
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I've had decent (not 100%, but over 50%) success by calling and discussing with the Intuit rep. They have considerable discretion, depending on the reason.
Don't bother submitting a request online; it is never even acknowledged. Pick up the phone and call.
