TaxCut wrote:I spoke with Lacerte about transferring the license since I don't currently use Lacerte. They said contact IRS and have all his clients transferred to my efin and then submit new efin letter to Lacerte so I can have access to all prior client information
Sorry, but that is nonsense. The IRS does not "transfer a client" to an EFIN. An EFIN is associated with a specific tax return that has been efiled. Neither the taxpayer, nor any unfiled returns, have an EFIN associated with them by the IRS.
Lacerte is a different matter. I suspect the license is tied to an EFIN, and whether or not Lacerte will allow you take over an annual license after primary tax season is up to them. Personally, I would just continue to use my own software, and use the conversion process supported by my vendor to import the Lacerte files. Or if you plan to start using Lacerte for your own practice then buy your own TY2019 license, which should give you access to TY2018 and prior year software as well. You can probably buy a PPR (pay per return) license relatively cheap, which will allow you to open and work with tax files, if not print or efile them.
TaxCut wrote:submit new efin letter to Lacerte so I can have access to all prior client information
Isn't all the prior client information on the local computer, not in the possession of Lacerte? Or are you talking about online version of Lacerte (whatever it's called).