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Common questions about filing instructions in Lacerte

SOLVED•by Intuit•Lacerte Tax•Updated July 27, 2021
  1. Open Screen 5.1, Invoice, Letter, Filing Instr.
  2. In the Section list, click Filing Instructions.
  3. If the Filing Instructions option is set to No in Options, enter 1 in Filing Instructions. OR If the Filing Instructions option is set to Yes in Options, leave Filing Instructions blank.
  4. Check the boxes for any separately filed forms for which you want to print filing instructions.
  1. Open Screen 5.1, Invoice, Letter, Filing Instr.
  2. In the Section list, click Filing Instructions.
  3. Enter 1 in Filing Instructions (1 = Yes, 2 = No) [O].
  4. Select the checkbox for Automatic Extension (4868).

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