E-filing extensions in batches in Lacerte

Down below you will find the instructions on how to batch e-file extensions for multiple clients.

To batch e-file extensions

1. Click on the Clients tab (to view the list of your clients).
2. Highlight the client files to e-file by holding down CTRL and clicking each client or click F3 to select them all.
3. Click on  E-File.
4. Click on  Start E-file Extension Wizard.
   • If any client has not been designated as en electronic return, you will be prompted to convert to an Electronic return. After this has been done the e-file wizard will continue.
5. Continue through the e-file Wizard to send the electronic extensions.

Since batch processing of extensions does not require an entry to mark each return as an extension, we recommend that a group filing status be applied to the selected returns to make them easier to identify.

To apply an extension status to the batch (optional)

1. Click on the Clients tab.
2. Highlight the client files by holding down CTRL and clicking each client or click F3 to select them all.
3. Hit F4 on your keyboard.
4. Select the option, Apply the same status to all selected clients.
5. Click OK.
6. Select On Extension from the Status drop down menu.
7. Click OK.

This e-file status of the extension can be viewed within the e-file Clients view, the e-file Center view, and also by selecting F4, and clicking the E-file Status tab.

E-file extensions can also be easily tracked by filters under the E-file Clients view and via the Client Activity and Outstanding Client reports under E-File on the menu bar.