Level 2

Federa 5227 E-Filing Checkbox

Forum|Forum|1 year ago
January 13, 2025
2 replies
7 views

We have an external system that generates the xml files for importing into the Lacerte Software. We are gearing up to do more e-filing and my end user community has requested that I add logic to automatically check the Federal 5227 Checkbox in the Client Information Section (see attached screen shot). Last year I asked a question and was told how to show the codes when on a given screen. However, since this is a checkbox, that does not appear to work. How can I know what the code is to auto-populate this particular checkbox. TYIA for any assistance.

K

kamprich

Level 3

Hi,

There doesn't seem to be any codes associated with those fields. When I do "Show Codes" in Lacerte, the fields for that part of the screen is blank. Maybe someone at Intuit can assist you with this.

Best regards,

Rick Kamp, EA

N

NancyJAuthor

Level 2

yes, thank you. that was what I encountered as well. Hopefully someone else can enlighten us.

Steffan

Level 4

Hi NancyJ,

I did a test on my end and it looks like the field you're looking for is:

Series	Prefix	Code	Suffix	Description
1	0	1000100042	1000	US-STI

This field contains all the returns set for e-filing, so you'd need to add on "US-STI". So if it currently is "US,CA" like in my test, you would set it to "US,CA,US-STI". I have not tried to write to this field myself, but don't see why it wouldn't work.

Let me know if this helps!

Best,
Steffan

N

NancyJAuthor

Level 2

Thank you, Steffan. I will give that a try. Likely will not be able to see if that works for me until next week with PTO and the Monday holiday. Appreciate your assistance!

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