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

by Intuit Updated 1 year ago

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. Select the Clients tab (to view the list of your clients).
  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.
Lacerte Tax

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