Lacerte Tax Return e-File Workflow Create and prepare the tax return. Designate the return as an e-file return in Screen1. In the TY11 Lacerte program, the default to e-file option will do this for you automatically. Review the return and clear all e-file Fatal or e-file Critical diagnostics prior to reviewing with your client. Lacerte makes electronic filing easier than ever. We recommend Step 4 in the e-File menu to print the e-file acceptance letter to provide to your client. Review the return with your client, For electronic filing, your client will sign the applicable e-file signature forms in place of signing the return. For Federal 1040, this would be the Form 8879. This is Step 1 in the TY11 Lacerte e-File menu. Have forms signed before e-filing the return. Step 2 is to start the e-File wizard in the TY11 Lacerte e-File menu. This will check the return for errors, create the electronic return and transmit this to Intuit. Intuit receives and sends the tax return to the appropriate Federal and/or state agencies for processing and provide updated statuses in the program. Use Step 3 in the e-File menu to check return status periodically. When returns are Accepted, direct deposit or balance due payment instructions sent with the return are processed. If the return passes validation with the Federal or state agency it is given a status of Accepted and return acknowledgements are sent to Intuit and Accepted will appear as the status of the return. The IRS or state agency will validate and process the return electronically. Accepted Rejected If the Fed or state agency finds errors with the return, these error messages will be sent to Intuit which will be displayed in the Diagnostics tab as Reject messages. Correct these errors, review diagnostics and retransmit the return.
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