ProConnect HelpIntuit HelpIntuit

Generating and e-filing SMLLC returns in Lacerte

SOLVEDby IntuitLacerte Tax58Updated November 11, 2021

Before you start:

  • Starting in tax year 2019 you can now e-file multiple SMLLC returns for an Individual client for DC, CA, TN, TX and NY.
  • Each SMLLC must have its own EIN or Identification Number in the linked business activity (Sch. C for example). An override may be available in the state specific screen for EIN if not a linked activity.
  • The E-File Wizard and the F4 view will no longer show the amount due being paid electronically.
  • You will no longer be able to add the SMLLC column to All Clients or filter by these returns. You will still be able to use the e-file Center to see this information.

Generating the SMLLC forms for e-file:

  1. Go to Screen 1, Client Information and check the box to set the LLC return for e-filing.
  2. Go to Screen 54 for the state you are e-filing.
  3. Add all of the LLC returns you need, regardless of whether or not they will be e-filed.
  4. To ensure the returns generate properly you must use the following order:
    • Add all Other LLC’s first.
    • Add all Schedule C LLC’s from Screen 16 second.
    • Add all Schedule E LLC’s from Screen 18 third.
  5. If you are not e-filing the state form check the Do not e-file checkbox.
  6. Enter any entries required to finish the state return.
  7. Go to the Forms tab.
  8. Verify the LLC returns are generating correctly.
  9. From the E-File menu choose Step 2: Start e-file Return Wizard...
  10. Each Single Member LLC will have a checkbox under State Return. Make sure all the correct ones are checked and click Next. 
  11. The program will validate the return
    • If there is an error in validation: click the Error link under Validation for the reason.  Click Don't Send (Cancel) to correct the errors.
  12. Once the validation is successful: click Send E-file Returns Now.

Related topics:

For state-specific details see:

Was this helpful?

You must sign in to vote, reply, or post
Lacerte Tax

Sign in for the best experience

Ask questions, get answers, and join our large community of Intuit Accountants users.