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BRUCERYCH
Level 2
Friday
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When I get a new tax client, I always create the previous years tax return in Lacerte in order to produce a tax organizer with the previous years tax data. Since I now REP all tax returns this can get costly as I have to REP 2 years of returns. Does anyone else have other suggestions?
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abctax55
Level 15
Friday
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Use all 9's for the SSN for the prior year. You still have to go thru the REP process, but there's no charge.
Hopefully that doesn't print a watermark of "do not file" on the organizer tho.
HumanKind... Be Both
