Lacerte Tax Return e-File Workflow

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.