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How to update the e-file acknowledgement status in Lacerte
by Intuit• Updated 2 weeks ago
When returns still show as Sent to Intuit or In Agency after a few days, you will need to connect to the Lacerte servers to get the latest e-file status and confirm whether your submission was accepted or rejected. This process may seem automatic during the busiest parts of your tax season, since each time you e-file another return, Lacerte retrieves acknowledgements for those you've previously filed.
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Before you start:
- Federal returns are typically processed in 1 to 3 days.
- State returns are typically processed in 2 to 5 days.
- Most states are closed on weekends and federal holidays for acknowledgment processing.
- If you're unable to update the status on the return after performing the steps below, you can check the status online. See here for more information.
Follow these steps to retrieve acknowledgements:
- Select the Clients list.
- Highlight the clients that need updating.
- Select the E-file menu at the top of your program.
- Select Step 3: e-File Acknowledgement Statuses.
- Click on Receive Acknowledgement Statuses.
This method will connect to Lacerte's servers and retrieve acknowledgements for all returns e-filed by your computer in all modules. If a return's status doesn't update using these steps, try the method below.
Common questions:
Can I stop a return that has already been sent?
No, after a return has been transmitted from your program, the return can't be stopped by Intuit.
What if I need to make changes to a return that after e-filing it?
After the return acknowledgement has been received, one of two things can be done. If the return is rejected, you'll be able to make changes to it before e-filing again. If the return is accepted, you'll need to file an amended return.
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