How to update your firm information in Lacerte

Quick Summary:

• To make adjustments to your federal identification, telephone, fax numbers, or email address
  • From the Settings menu, select Options, then Firm Info tab

• To update your firm name or address:
  • Sign in toMy Account and go to e-File Center → Manage EFIN
  • Select the reason for editing, submit updated information, and choose the EFIN Application Summary file
  • Agree to the Terms & Conditions and submit the request
  • You'll receive an email confirming your request, and processing usually takes 1-2 business days
• Once the update is complete, you can download a new prep software file to use the updated information

For more details, continue reading this article.

To change the federal identification, telephone, fax numbers, or email address:

1. Go to the Settings menu.
2. Select Options.
3. Select the Firm Info tab.
4. On this screen you can adjust the following items:
   • Federal Identification Number
   • Telephone number
   • Fax number
   • Email (individual module only)
   • EFIN

To edit the firm name or address:

1. Sign in to My Account.
2. On the left-side menu, go to e-File center ⮕ Manage EFIN.
3. Under EFIN Registration, select the down arrow to choose the reason that best matches your situation.
   
4. Select the box for I have all the required documents and information to proceed to next step.
5. Select Next.
6. Enter your updated information in the form. This should match exactly with the IRS documentation.
7. Choose the Document Type and select Browse.
   
8. Select the EFIN Application Summary to be uploaded, then press OK.
9. Select the I agree to the Terms and Conditions box.
10. Select Submit.

If you don't know how to find your EFIN Application Summary, see here for instructions on accessing it on the IRS e-Services website.

After the request has been submitted, you'll receive an email confirmation. Processing takes 1-2 business days and you'll receive an email notification once it's complete. Within Lacerte you'll need to download a new prep file to use the updated Firm name or address. See here for details.