Select "efile" in the client screen (#1).

Clear all efile diagnostics

Get the signed form back from your client.

Click on the Efile button on the upper menu, follow the prompts.

Sign onto your Lacerte Account https://myproconnect.intuit.com/#/accounts/training and go to the Training and Videos Tab and spend some time there. Many of these features have very helpful videos.

They are also available on Vimeo https://vimeo.com/231395360 for e-file and others. Just search "Lacerte"