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You have to use the newly issued IPPIN for 2025 filings. Even though the return you are filing is a 2023 tax return... you need to use the IPPIN that was issued...
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Shelley,I just called into Lacerte after finding that I also could not e-file or upload anything to SmartVault and it's a quick fix.They had me run the "PDF Rep...
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Yes, it's not working for me either..... it's trying to save the 8879 and copy of the return on my computer rather than creating the DOCUSIGN request to send.
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When you have thousands of clients - there is no such thing as "too early" it takes a lot of time for us to get everything ready to print organizers... but we s...
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Is there a fix coming for this? Dollar amounts from prior year information do not line up properly.Mainly in the Dividend section...
