Exception occurred when attempting to e-file return in Lacerte

When e-filing in {ProductName}, you may receive the following error message:

"Exception Occurred Attempting to Process E-file(s) for client {Number} ATEExceptionMessage: Processing efile payload request for efileId {FormName}"

This message appears when a form is selected for electronic filing but hasn’t been generated in the return. In you can confirm which forms are marked for e-file and generate them as needed before you transmit the return.

Cause

This error occurs when a form is checked to be filed electronically on Screen 1 > Electronic Return, but the form itself hasn’t been generated in the return.

Tip: On the Forms tab, forms that are generated appear in bold. If a form isn’t bold, it isn’t generated and can’t be e-filed.

Forms that can trigger this error include, but are not limited to:

• Federal
  • Form 114 (FBAR / FinCEN Report)
  • Benefit Plan Form 8955-SSA
• New York
  • Individual Form 1127
  • Individual Form IT-214
  • Individual Form IT-204-LL
  • Partnership Form IT-204-LL

The exact message text may vary by form and return type.

Fix the error

If you do not need to file the form

1. Go to Screen 1 > Electronic Return.
2. Uncheck any forms that you don’t need to e-file.
3. Recalculate or refresh the return before transmitting again.

If you do need to file the form

1. Open the form input screen and complete all required fields so the form generates.
2. Confirm that the form appears in bold on the Forms tab.
3. Retry e-filing after saving the return.

Related topics

• Generating and e-filing New York Form NYC-1127 in Lacerte
• Common questions for IT-204-LL, New York LLC filings in Lacerte
• Understanding New York Form IT-214, claim for Real Property Tax Credit
• Benefit Plan Participants With Deferred Vested Benefits (Form 8955-SSA) in Lacerte