Lacerte Remote Entry Processing (REP)
by Intuit• Updated 1 month ago
With Remote Entry Processing (REP), you can use any of the federal or state tax programs on a pay-per-return basis. You must register each client file with Lacerte (through a short transmission) and obtain a return authorization code before you can process or print the tax return.
The client data file isn't transferred to Lacerte during the transmission. We capture the taxpayer's name/business name, FID number (SSN/EIN), and state(s) to use for billing identification purposes only. You'll be billed a processing fee for each return authorized through the REP system.
The Lacerte Preparer License file must have the Unlimited License for each module and/or state, otherwise an REP authorization is required. You can access the licensing information by going to the Help menu in the Lacerte program, selecting About, and clicking the License button.
Before you start
- Note: Only Lacerte versions 2020-2023 require REP. If your version of Lacerte is older, refer to this article for information on how you can obtain an updated prep file that removes the need to pay REP charges.
- Before authorizing REP charges, make sure the SSN/EIN, client number, taxpayer last name/business name, and states attached are accurate. Making changes to these key fields after REP authorization will incur additional REP charges.
- To set up a test client without incurring a REP charge, enter all 9s in the SSN/EIN field. Update the SSN/EIN to convert the client's return.
Obtaining REP authorization
Method 1: Using the Tools menu
Follow these steps to obtain REP authorization through the Tools menu:
- Go to the Clients tab,
- Select any clients that need REP Access.
- Hold down the Ctrl key on your keyboard to select multiple clients at once.
- From the Tools menu, select Communications and choose R.E.P. Access from the dropdown list.
- Click the Transmit Now button to send a group of returns to Lacerte all at once, or choose Transmit Later to get authorization at a later point in time.
- Wait for the program to notify you that the return(s) have been authorized.
- Once you've been notified, you may process, e-file, and print the return(s).
Method 2: Using the F5 function key
Follow these steps to obtain REP authorization using the F5 function key:
- Hold down F5 on your keyboard to open the Remote Entry Processing window.
- Select the return(s) that you want to obtain REP access for.
- Click the Transmit Now button to send a group of returns to Lacerte all at once, or choose Transmit Later to get authorization at a later point in time.
- Wait for the program to notify you that the return(s) have been authorized.
- Once you've been notified, you may process, e-file, and print the return(s).
Method 3: Accessing Forms from within the client return
Follow these steps to obtain REP authorization from Forms within the return:
- Select the applicable client from the list or open the return.
- Go to the Forms tab.
- Click the R.E.P. Access button in the toolbar.
- Click the Transmit Now button to send a group of returns to Lacerte all at once, or choose Transmit Later to get authorization at a later point in time.
- Wait for the program to notify you that the return(s) have been authorized.
- Once you've been notified, you may process, e-file, and print the return(s).
Frequently asked questions
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