Get New Submission Wizard Lacerte Specific - Sureprep

The New Submission Wizard Lacerte Specific - SurePrep is a crucial tool for managing tax return submissions efficiently. This guide provides a clear, step-by-step approach to completing the form, ensuring users can navigate the process with ease.

Follow the steps to effectively complete the New Submission Wizard

1. Click the ‘Get Form’ button to obtain the New Submission Wizard and open it in the editor.
2. Log into the SurePrep Tax Center to access the engagement status. The default status should be 'Ready for Review', or it will be the last accessed status.
3. Select 'Awaiting Submission' from the dropdown menu and click on the 'Details' button to view engagement.
4. Click on the 'New Engagement' button located in the upper left corner to begin the submission process.
5. A loading status will appear, followed by the Submission Wizard. This window will present all submission steps in a single view.
6. Choose the 'Engagement Type' from the dropdown menu, selecting between available options such as 1040 or 1041.
7. Select the appropriate 'Tax Year' from the dropdown menu to specify the tax return's year.
8. The 'Tax Software' field will default to Lacerte. Ensure this is correct as per your firm's setup.
9. Choose the desired 'Service' for this return from the dropdown options, keeping in mind your firm's available credits.
10. Complete the 'Assignment Information,' including selecting the owner and reviewer from the dropdown menus; these users must have access to the SurePrep Tax Center.
11. Attach the source documents by clicking 'Browse' to locate and select the PDF/TIFF files for upload, ensuring the file names match client identifiers.
12. For the Lacerte Tax Return section, provide the necessary software file for proper preparation. Ensure correct backups are in place.
13. Fill in any 'Client Details' which will auto-populate after attaching the tax return file but can be edited if necessary.
14. Utilize the 'Notes' section to add any relevant comments or reminders for the review process.
15. Review all entered information and select 'Save' or 'Submit' to finalize the engagement.
16. After completing the submission, you may choose to save changes, download a copy, print the form, or share it as needed.

Complete your documents online successfully with the New Submission Wizard today!