Discussion:E-Filing in Lacerte

From TaxAlmanac, A Free Online Resource for Tax Professionals
Note: You are using this website at your own risk, subject to our Disclaimer and Website Use and Contribution Terms.

From TaxAlmanac

Jump to: navigation, search

Discussion Forum Index --> Business Growth Community --> E-Filing in Lacerte


San Diego (talk|edits) said:

14 December 2006
This is my first year E-filing. What is the best way to set this up in Lacerte so I do not have to fax in authorization forms or use the clients PY AGI? Thanks!

PJLCPA (talk|edits) said:

14 December 2006
San Diego, I don't recall all we had to do for Lacerte e-file, it's been a while. I know that you do need to get a Electronic Filing Identification Number, but this is just a one time deal. Check out IRS Publication 3112, it tells how to e-file and how to get a number. I know Lacerte will help you on boxes to check etc.(I think that they are the actual transmitter. Sorry I'm not more help. If I find my manual from the first year we e-filed I will look it up.(First year walked you all the way through it.)

San Diego (talk|edits) said:

14 December 2006
I have an EFIN. I guess my question is regarding a practicioner's PIN?

Lhhesscpa (talk|edits) said:

14 December 2006
San Diego --

To set up Paperless e-filing in Lacerte:

Enter EFIN in Firm Information in Options on the Setup Menu) Set e-file PIN Signature to When Applicable (Tax Return Options in Options) Set Computer Generated PIN to Yes if you don't get a PIN from client. Set Computer Date as PIN Signature Date (can be overriden in Screen 4)

Questions? Check out Help topic in the software.

Note taxpayer(s) must sign Form 8879 which you retain.

Nothing to fax or mail unless there's a form specified in instructions to Form 8453, usually one that requires taxpayer signature(s). --Larry Hess, CPA - Albuquerque, NM

Deback (talk|edits) said:

December 14, 2006
The clients' prior year AGI is no longer needed. That was changed a couple of years ago. Also, your PIN is entered into your setup in your tax software. The software will then enter it on each of your clients' returns. As long as you have your EFIN, you just need to set up your preferences in the efile settings in your tax software.

The efile authorization forms don't need to be faxed anywhere. You only need to send in Form 8453, when required--when certain forms need to be sent to the IRS for the client.

San Diego (talk|edits) said:

14 December 2006
Thanks all.

To join in on this discussion, you must first log in.
Personal tools