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Laszlo
Level 3
May 30, 2020 11:05 PM UTC
Question

How do I E-file?

How do you prepare an E-file return?

This topic has been closed for replies.

2 replies

abctax55
abctax55
Level 15
May 31, 2020 1:04 AM UTC

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.

HumanKind... Be Both
    George4Tacks
    George4Tacks
    Level 15
    May 31, 2020 2:11 PM UTC

    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"

     

    Answers are easy. Questions are hard!
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