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E-filing instructions
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Irina
Level 1
05-16-2020
02:56 PM
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I am new to Lacerte and want to e-file the individual return. I thought I went through all the necessary steps but the transmission failed. Where can I find step-by-step instructions on the process?
Thank you!
IN
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abctax55
Level 15
05-16-2020
08:32 PM
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Generally, a "failed transmission" generates a report that will provide the specifics as to why the attempt to efile failed.
Highlight the client, go to E-file on the top menu bar, down to efile reports/message > view efile activity report. THAT should give you some details as to the 'why'.
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