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  • Lacerte Before You Pepare A Return Tutorials Form

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Lacerte Before you Prepare a Return Tutorials Rev 52010 Copyright Copyright 2010 Intuit Inc. All rights reserved. Intuit Inc. 5601 Headquarters Drive Plano TX 75024 Trademarks 2010 Intuit Inc. All rights reserved. Intuit the Intuit logo Intuit ProLine Lacerte ProAdvisor ProSeries and QuickBooks among others are trademarks or registered trademarks of Intuit Inc. in the United States and other countries.

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Form 8948 Taxpayer's Opt-Out statement must be signed and kept for your records when a taxpayer chooses to file their return on paper. The statement will be labeled e-file Opt-Out on the Forms tab of Lacerte. It can't be edited in the program.

Specified tax return preparers use this form to explain why a particular return is being filed on paper.

The prep file tells your Lacerte program what name and address to print on tax returns, as well as which products you've purchased. When you make changes to your firm information or add products in My Account, your prep file is updated within 24 hours.

Form 8948, Preparer Explanation for Not Filing Electronically, is used by preparers who are required to electronically file, but due to some unresolvable e-File rejections, may need to paper file some returns.

Likelihood to Recommend. Lacerte is great overall and easy to use for tax return workflow tracking and tax return filing. I wish the report functions were more robust but compared to other software, Lacerte is really great.

How to generate Form 8948: Go to Screen 4, Electronic Filing. Scroll down to e-file PDF/Miscellaneous. In the Section list, select Form 8948 Preparer Explanation for Not Electronically Filing. Complete the applicable input for the reason not filing electronically: ... View Form 8948 on the Forms tab.

To generate all assets for all client files: Go to the Settings dropdown menu. Select Options. Select the Federal Tax Options tab. Locate Report All Assets on Form 8949 and set this to Yes.

If a taxpayer opts to paper file a tax return, or the return is unable to be e-filed, the preparer must include a Form 8948, Preparer Explanation for Not Filing Electronically, with the paper filed submission.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232