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    • Created with Sketch. Intuit Biz e-filing closure on December 21 at 6:00PM PST. View more ProConnect Hot Topics here.
    Created with Sketch. Intuit Biz e-filing closure on December 21 at 6:00PM PST. View more ProConnect Hot Topics here.
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    Can I transfer my efin from Lacerte to Proconnect tax online?

    wtccpa
    Level 1
    ‎12-06-2019 04:28 PM

    How do I make the transfer?

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    George4Tacks
    Level 15
    ‎12-06-2019 04:28 PM

    Log onto https://ito.intuit.com/login/#/signin and look at the gear in the upper right > Your Firm > Firm Information and see if it has migrated. 


    Answers are easy. Questions are hard!

    View solution in original post

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    3 Comments 3
    AshleyatIntuit
    Employee
    Employee
    ‎12-06-2019 04:28 PM
    Your EFIN Verification documentation sent to Intuit is approved for your corresponding Customer Account Number to allow for efile.  Are both products placed under the same Customer Account number?
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    spreedcpa
    Level 1
    ‎12-06-2019 04:28 PM
    yes
    0 Cheers
    George4Tacks
    Level 15
    ‎12-06-2019 04:28 PM

    Log onto https://ito.intuit.com/login/#/signin and look at the gear in the upper right > Your Firm > Firm Information and see if it has migrated. 


    Answers are easy. Questions are hard!
    0 Cheers




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