
Setting Up Lacerte to Print to SmartVault
by Intuit•4• Updated 5 months ago
Set up SmartVault integration to securely print, store and share your Lacerte returns.
For more Print & PDF resources, check out our Troubleshooting page for Print & PDF where you'll find answers to the most commonly asked questions.
Activate your SmartVault Trial
If you do not have a SmartVault account, you can start a free trail by following the steps below.
- In Lacerte, go to the Print menu and then click Tax Return.
- On the Print Tax Retun window, click Set Up Custom Document Management.

- Then click Start SmartVault Trial.

- On the SmartVault sign up page, enter the required information to create your SmartVault account.

- Download and install the SmartVault for Microsoft Windows app.

- When the installation is complete, start the SmartVault Launchpad app that was just installed.

- Enter your SmartVault user name and password to start the launchpad application.
- On the SmartVault Launchpad screen, click SmartVault User Settings.

- Then click Extensions tab and check the box for the applications you want to allow the SmartVault integration for.

- Click OK.
Print to SmartVault from Lacerte
- Open Lacerte and go to the Print Tax Return window (CRTL+P), SmartVault should be listed.
- To print a return copy to SmartVault, simply check the box for that return copy type (i.e. Government Filing Copy, Client Copy, etc.)