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09-27-2022
02:49 PM
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09-27-2022
02:49 PM
I just got off the phone with Lacerte, In order to clear the Critical Diagnostic regarding the Tax Payer's name, They told me to only use the first 4 or 5 letters of their first and last name.
I did the way that the Lacerte agent told me to, I tried to Efile, but doesn't agree with the database, then I basically played around with Client's first name and last name and eliminated the middle Initial, It finally went through after almost 6 attempts.
So good Luck, the key is to keep the first 4 letters of the first or last name.