RonFrank
Level 1
05-13-2022
07:22 PM
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In California, taxpayers are required to pay their tax electronically if certain criteria are met. If a client met this criteria 5 years, then every subsequent year they must pay electronically even if below the threshold in those years. How are tax preparers keeping track of this so they know that a client is required to use Webpay. According to a Lacerte person, Lacerte does not keep track of this anymore (she said they did up to 2020).
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