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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.
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- What happens if I go over my 200-client plan?
What happens if I go over my 200-client plan?
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thelastbeanbend
Level 1
04-13-2022
09:23 PM
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I paid for the 200 client plan with Lacerte. I'm currently at 182 of the 200 client limit under the plan, but know I'm going to have 205 - 210 by Friday 4/15/22. What happens then?
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George4Tacks
Level 15
04-13-2022
09:33 PM
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https://proconnect.intuit.com/community/intuit-fees/help/lacerte-rep-pricing/00/4673
would apply. You may want to call sales tomorrow to try to negotiate a different plan.
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