Table of contents:
How do I print filing instructions for separately filed forms?
- Open Screen 5.1, Invoice, Letter, Filing Instr.
- In the Section list, click Filing Instructions.
- 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.
- Check the boxes for any separately filed forms for which you want to print filing instructions.
How do I print filing instructions with extensions?
- Open Screen 5.1, Invoice, Letter, Filing Instr.
- In the Section list, click Filing Instructions.
- Enter 1 in Filing Instructions (1 = Yes, 2 = No) [O].
- Select the check box for Automatic Extension (4868).
Why are the e-file instructions blank when my return is properly marked for electronic filing on Screen 1, Client Information?
There is a setting to control the inclusion of e-file instructions on both Federal and State e-file returns.
For global settings (to change all clients at once):
- Go to Settings and choose Options or Master Options (whichever is used for your firm).
- Go to the Tax Return tab and the Tax Return Options section.
- In the e-Filing Instructions field, select "Yes" to print or "No" to suppress.
For individual settings (to change one client only):
- Go to Screen 4.4, e-file Miscellaneous.
- In Preparer's e-file instructions: 1=yes, 2=no [O], enter a "1" to print or "2" to suppress. This field will override the global setting for this return only.
To keep the e-file instructions from physically printing with the return:
- Go to Settings, Options, and Items To Print.
- From the Copy menu, choose which version of the return you wish to change.
- In the Print Order window, find the General section and make the appropriate selection for Preparer’s e-file Instructions. Checking the box will print the instructions with the return; unchecking the box will keep it from printing.
How do I change the When to file date in the filing instructions?
To change When to file field:
- From Detail tab go to Screen 5.1, Invoice, Letter, Filing Instructions.
- Select Client Letter from left window.
- In the When to file text (main forms only) enter an override of 1 = As soon as possible or 2 = Immediately.
Client letter states that the amount owed must be paid earlier than it is actually due
In Screen 8, Penalties & Interest, a filing date has been input. This date will override the date in the letter and filing instructions.
Lacerte client is marked for e-file on Screen 1, Client Information, but the instructions show paper filing instructions
Validate the return using the E-File Wizard to generate the correct filing instructions.
- Highlight the client from the Clients tab.
- Hit Ctrl+U to bring up the E-File Wizard.
- Proceed through this wizard to Validate the client, but do not send it.
- When completed the Filing Instructions should indicate electronic filing.