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    • Created with Sketch. See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
    Created with Sketch. See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
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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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