CMcCullough
Level 3

We send acceptance letters from the Efile menu.  Efile, Print  Efile Acceptance letter, choose type of acceptance letter (usually tax return, but sometimes 114, extension, etc.), click print/email button at the bottom.  Then choose if you want to email.  Lacerte will send it to your emailer as a pdf and an email message saying what the password is and you click send in your email program.  We print and email. The print goes into the paper client folder and email. We do check the print to make sure all expected returns are filed and show a confirmation number.  (How this was setup with our emailer, that I do not know.)