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Are you kidding me? Ugh, Illinois forms aren't going to be released until February 7th and Lacerte is blocking us from printing the forms? What am I suppose to do with the clients that come in the next two weeks?
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"limit preparers from being able to file printed returns that include non-final forms"
But can't something be built into the system to allow printing when you have e-filing selected for the return?
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"limit preparers from being able to file printed returns that include non-final forms"
But can't something be built into the system to allow printing when you have e-filing selected for the return?
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Detail/Forms Split View: https://accountants-community.intuit.com/articles/1608214&src=lsccom
Additionally, you can provide your feedback, personal experience, etc. utilizing the feedback option in Lacerte. To access, go to your 'Help' drop-down menu and select 'Lacerte feedback'.
This feedback goes directly to our developers.
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To access, go to your 'Help' drop-down menu and select 'Lacerte feedback'. This feedback goes directly to our developers.
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You can use something like Windows "Snipping Tool" to make jpg images of the screens in forms view. That will give you something to work with, but, I think rightly so, Lacerte holds our hand through many things, some good and some, like this maybe not so good. There are many reasons I have stuck with Lacerte and the safegaurds the software offers is one of them. Give the client the tax summary for initial review.
I used snipping tool here https://accountants-community.intuit.com/questions/1794357-i-would-like-to-print-the-2018-540-ca-for... for CA
Okay, kick my soapbox away now.
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https://accountants-community.intuit.com/articles/1738593-2018-lacerte-release-availability-and-date...
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Answers are easy. Questions are hard!
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Slava Ukraini!
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Illinois is one of the states that require all tax software to limit preparers from being able to file printed returns that include non-final forms. Lacerte is committed to complying with these state requirements.
Additional information can be found here.
State Requirements for Printing Draft Forms in Lacerte: https://accountants-community.intuit.com/articles/1638328
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This may help explain the difference between e-file and form availability, based on the format itself:
E-file approval covers the xml data transmitted from the program to the IRS, and state taxing authorities.
Form approval is often dependent on final forms being publishing, graphic approval, calculations, and 2D barcode (when applicable) among other things.
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I don't have any additional information outside of the article I posted earlier explaining why the program is functioning this way, and steps to provide feedback to the program developers.
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