Avoiding a REP charge for Sample Return in Lacerte

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The REP billing system is designed to automatically identify a return based on either the SSN (Social Security Number) or EIN (Employer Identification Number), in order to avoid a charge for REP (Remote Entry Processing) on a sample return:

1. Navigate to Screen 1 - Client Information
   • For an individual return, in the field labeled Social Security #, enter all 9's
   • For a business return, in the field labeled Federal ID Number, enter all 9's

**Entering all 9's for the Federal ID or SSN allows the REP system to view this as a demo client and will not charge for the REP transaction.

2. To get REP access for your demo client, highlight the client
3. Go to the Tools menu.
4. Select Communications, then REP Access.
5. Click Transmit Now to connect to Lacerte for authorization.

NOTE:

• You'll still need to obtain REP access for the return to unlock the file and view the forms, but you will not be charged,
• Be advised that the word DEMO will print on the return.
• A Demo client cannot be used for the Consolidator of a Consolidated Corporate return.
• EIC Calculations will be disallowed because a valid SSN is required.