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How do I E-file?

Level 1

How do you prepare an E-file return?

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2 Replies 2
Level 15

Select "efile" in the client screen (#1).

Clear all efile diagnostics

Get the signed form back from your client.

Click on the Efile button on the upper menu, follow the prompts.

Former Chump... umm.... AllStar.
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Level 15

Sign onto your Lacerte Account https://myproconnect.intuit.com/#/accounts/training and go to the Training and Videos Tab and spend some time there. Many of these features have very helpful videos.

They are also available on Vimeo https://vimeo.com/231395360 for e-file and others. Just search "Lacerte"