Creating & Transmitting e-files
PrerequisitesYou should have created the sample e-file (TUT-EF-1), and completed the exercises in the Validating & Printing section. You also need a modem or internet connection. ObjectiveIn this exercise, you will create the e-file and transmit it through a direct modem or Internet connection. |
LESSONS
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Facts
Highlight the sample return (TUT-EF-1) and open the e-file Validate and Send Wizard. Select the Validate/Create/Send option.
Program Considerations
The program always validates and creates e-files before sending them. This verifies that any changes to the return are included. For this reason, you can create the e-file as part of the validation process.
How?
To use the e-file Validate and Send Wizard to create and send a return:
- Select the sample client (TUT-EF1).
- From the E-File menu, select Validate/Send Returns or click the
icon in the toolbar. - The e-file Validate and Send Wizard opens. Select the return(s) for which you want to create the e-file and click Next.
- Select Validate/Create/Send.
- Click Next.
- The program checks the return for errors and displays the results.
- Click Next.
- The e-file is created and the Summary Report is displayed.
- Click Next.
- You are prompted to select a "send" option. Select Send the e-file(s) now and click Finish.
- A connection is made with Lacerte* and the e-file is
transmitted.
*The program connects via the connection type you selected when you initialized the program for the first time.
- The Post Transmission Summary window is
displayed, detailing what was transmitted.
- Once complete, you are reminded that you must connect to Lacerte to receive acknowledgements.
This is covered in the next exercise.
Tips & Shortcuts
You can opt to send the e-file at a later time. This allows you (or other users on a network who may not have a connection) to "queue" the e-file in the Communication Manager to be sent when you connect later. Choose Send the e-file(s) later option prior to transmitting the e-file to Lacerte.
Review
You should have been able to transmit the sample client file.
Troubleshooting
Problem: I got an error when I tried to connect to Lacerte.
Solution: Open the Communication Manager (Tools menu), verify the preferred connection method by clicking the settings button, then selecting Connection Type.
Once selected, click Next, then complete the connection wizard.