How to disable the e-file diagnostic error checking in Lacerte

When e-file diagnostics are present in a return, but those diagnostics are believed to be irrelevant or erroneous, there's an option to disable the e-file diagnostic error checking.

Examples of irrelevant or erroneous e-file diagnostics include:

• Diagnostics related to the return, when only the extension is ready to be e-filed (or vice versa).
• Diagnostics related to states that aren't ready to be filed.
• Diagnostics related to state returns that won't be e-filed.
• If a critical diagnostic triggered in error due to a program defect.

This process allows e-filing in Lacerte; if the e-file diagnostics are valid and relevant, the return may be rejected by the taxing authority.

Follow these steps to disable the e-file error checking system:

1. Open the Clients list.
2. Select the Client file.
3. Select E-File.
4. Select E-file Support Tools.
5. Select Disable E-file Error.
6. Select OK to open the information window E-file diagnostic error Checking has been disabled.

Follow these steps to send the e-file after the e-file diagnostics have been disabled:

1. Select the Client file.
2. Select E-file.
3. Select Step 2, Start e-File Return Wizard.
4. Go through the e-file wizard to send the return.

If there are multiple returns with erroneous or irrelevant diagnostics, you should go through the disable e-file error process separately before e-filing each one.

Additional notes:

• After each return is transmitted, error-checking is automatically enabled. It only affects one e-file event at a time.
• The e-file error checking will also be enabled automatically after a period of time if a return isn't transmitted immediately, or if the client file is opened before transmission.
• Disabling e-file error checking doesn't always result in a successful e-file transmission. The transmission can still fail. Make sure to review the details within your reject message if this occurs.