As of January 23rd 2023 e-filing is now open for the tax year 2022 e-file season!
The following are common topics for this time of year:
Making sure you're ready to e-file
- If you plan on offering Pay-by-Refund options for the year see How to enroll in Pay-by-Refund for tax year 2022
- For PTIN enrollment and renewal information see PTIN requirements for tax preparers
- If you have a new EFIN or have moved or changed your business name see Register your EFIN with Intuit
- If you would like to enroll in Protection Plus for the year see Tax Protection Plus and ID Theft Restoration.
Collecting Data from your taxpayers
- For information on using Intuit Link, including inviting new clients, see General questions about Intuit Link
- If your firm uses Organizers or e-organizers to collect data see How to access the organizer or e-organizer in Lacerte
How to tell what tax forms are ready:
As you know, there are two different filing types; paper and e-file. Therefore, there are two different processes and availability dates. The following resources are updated daily during the e-file season:
- How to tell if the IRS is processing returns, see E-file start and stop dates for federal returns.
- To tell if Lacerte has passed the yearly agency e-file approval yet for a Federal or State product see 2022 Lacerte e-file agency approval and start dates
- To determine if Lacerte has passed the yearly agency print approval yet for a Federal or State product see the Tax Form Finder.
- Some states request that Professional Tax Software does not let you print a state until the final print approvals are received. For more information see State requirements for printing draft forms from professional tax software.
For information on e-file acknowledgements in Lacerte see:
- How to update the e-file acknowledgement status in Lacerte
- If your not receiving your e-file acknowledgements in a timely fashion you can check here to see if we have any reported processing delays.
