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Generate separately filed forms for entities that do not have an EIN in Lacerte

by Lacerte Tax 2023 Updated 10 months ago

Some separately forms must be generated before the entity has an EIN. This may cause difficulty when a client is licensing Lacerte on pay-per-return (REP) basis.


  • Form SS-4 "Application for Employer Identification Number"
    • Input on Screen 81, Application for Employer ID No. (SS-4)
  • Form 56 "Notice Concerning Fiduciary Relationship" for initial estate return
    • Input on Screen 65.1, Notice Concerning Fiduciary Relationship (56)

Enter AppliedFor (exactly as shown, without a space) in the EIN field on Screen 1, Client Information.

This will facilitate printing forms that do not need an EIN.

After the EIN is obtained, update this field on Screen 1 to reflect the actual EIN, and compute the actual return (incurring REP charge if applicable).

Lacerte Tax

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