The IRS Enrolled Agent (EA) requires a Custom Period End date determined by the last digit of the user's social security number, which is not maintained on the LCvista site.
To set the Custom Period End in LCvista, follow these steps:
- Visit the IRS EA website to find the chart listing the period cycles based on last digit of users' social security number.
- Log into LCvista and navigate to the IRS EA Jurisdiction tab.
- Under the Original License Date, enter the Custom Period End date as specified by the IRS chart.
- Save your changes to update and reset the current and future reporting periods.
By following these steps, you ensure that your reporting periods are aligned with IRS requirements, helping you maintain compliance effectively.
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