How do you prepare an E-file return?
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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.
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"
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