The information required to be in an attached statement is only being generated in a worksheet in the Lacerte 1040 and normally those are not included in an efiled return, how is Lacerte covering this requirement?
If you have auto-attach PDF turned on, Lacerte will attach a statement of aggregation to the return. If the auto-attach is not turned on, Lacerte will generate this e-file stopping diagnostic:
e-file: If two or more businesses are being aggregated for purpose of the Qualified Business Income (QBI) deduction, Schedule B - Aggregation of Business Operations must be attached to the efile. (ref. #51823)
In the upper right of Lacerte if you typed in the Search box 'Attach PDF' it will bring up this knowledge base article:
Attaching PDF Documents to an E-file Return
See the Note under the video. This tells you how to turn off auto-attach PDF, check to see if yours says yes to verify that it is turned on.
How do we get the aggregation worksheet to print as part of the client copy of the tax return? It is odd that it will attach as a statement when e-filing but it doesn't show up as a statement if we print the tax return.
In order to have the Schedule B - Aggregation of Business Operations print with the client copy you would go to Settings>Options>Items to Print on the Left click on Client and on the right under Federal Worksheets check off Worksheets (general). Please note that this will print all the worksheets.