What happened to the support: I called five times yesterday to get help and no one could help or even understand what I wanted. I need an acknowledgement on a CA return filed and has been accepted but I have no confirmation!
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1. What happened to the support: I called five times yesterday to get help and no one could help or even understand what I wanted.
2. I need an acknowledgement on a CA return filed and has been accepted but I have no confirmation!
1. I have seen one too many complaint about Lacerte support. A Lacerte user for over 30 years, I have called Lacerte support 6 or 7 times this season and every call yielded a positive result. (Ditto when I use the email function.) Yes, the wait time is longer than before.
Perhaps due to the crazy time crunch and last minute changes (remember - the IRS and FTB mush have approved the forms first!), the delays in form availability are frustrating. I absolutely don't understand the delay for the Form 3915-F by PS while it's been available for a while for Lacerte. My officemate uses CCH. Things are not particularly rosy there either. Part of this craziness is industry-wide. However, you have to find a service that fits your practice.
2. Has the return been e-filed and accepted? In the main Lacerte menu (where the clients are listed), if you highlight the client and click, on the top bar,
E-File> EFile Reports/Messages>view e-file activity report
it will take you to the report for the client, with the Submission ID (the first five digits of which represent your EFIN number).
I wonder if this what you were asking for.
I vaguely remember that Lacerte also has letters to clients about the acceptance but I don't use them. If you're asking for the letter, perhaps other Lacerte-users can chime in.
Hope this helps.
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