Avoiding duplicate REP charges in Lacerte

For more Print & PDF resources, check out our Troubleshooting page for Print & PDF where you'll find answers to the most commonly asked questions.

Was I charged twice for the same return?

Looking for how to request a REP credit? See here in the related steps.

To avoid duplicate REP (Remote Entry Processing) charges, make sure the following information is correct before acquiring REP access:

• Social Security # (SSN)
• Employer Identification Number (EIN)
• Firm #
• Client #
• Taxpayer Last Name
• Entity Name

The REP "access code" is automatically attached to the client data file during your transmission to the Lacerte Host Center. When processing and issuing an access code, the REP Billing System records the taxpayer name, SSN/EIN, state return field, and client file name. The access code stays with the return unless one of these four fields is changed. If there is no change in the data listed above or in minor changes to the client name, and you send the same client for REP access again, our billing system will automatically identify the duplicate transmission and suppress a second charge.  If one of the above items is changed the program will look to see if it is a duplicate charge. As an example, if the client number is the only thing that has changed the program will see that all other info was the same it will not charge again.

If you have changed more than one data item, then you may have incurred another charge.

Under certain circumstances, the REP system may ask you to obtain REP access again. This is just to re-establish the link that was previously created between your record and our servers. No second charge is assessed. The system recognizes the previous access and will suppress a duplicate charge.

We recommend using all 9's for the SSNs or all 9s for EINs to avoid the REP charge. You will still need to obtain REP access for the return to unlock the file. DEMO will print on the return.

If a new unlimited product was recently purchased make sure the prep file on all systems has been updated to reflect the unlimited purchase.

In the event of duplicate charges on your REP statement, please see here - under "Setting up and managing your Lacerte REP charges."

Go here for other support options.