e-File
General Information
There are six main steps in the e-filing process. The first two are preliminary and are generally one-time events. This section contains a module for each step.
Preparing to e-file - This section shows you how to register for the IRS' e-services, and how to complete and file Form 8633 with the IRS so you can receive your Electronic Filing Identification Number (EFIN).
The e-file Setup Wizard - This section shows you how to setup the program for e-filing.
Entering Client Detail - In this section, you will enter the necessary detail information for an e-file return.
Validating Returns & Printing e-file Forms - This section shows you how to validate the e-file and print e-file forms such as Forms 8879 and 8453 and the state equivalents.
Transmitting e-files & Receiving Acknowledgements - In this section, you will create and transmit an e-file and then connect to Lacerte to receive acknowledgements (Acks).
Additional Information - This section shows you how to print the acceptance letter and activity reports. It also contains information about other useful features you can use with e-filing.
You will complete the exercises using a sample client file that you create.
Before you begin this section, we recommend that you complete all of the exercises in the Program Operations tutorial as well as the exercises in the Individual section of the Tax Return tutorial. This tutorial contains information regarding the 1040 program only. There may be some differences encountered in this process for 1065, 1120, 1120S, and 990 returns, but the overall process is similar. Information regarding e-filing these returns can be found in the Lacerte Help Center. You should be familiar with entering data, printing returns, and getting status information through Lacerte before you begin.