Intuit Professional Education

Who Should Attend?

Users who understand the basic functionality of the Lacerte 1040 program and plan to e-file returns.

What You Will Learn

The objectives of this course are to:

• Explain the application process
• Complete the e-file Setup Wizard
• Understand other e-file options
• Demonstrate entering data for an e-file return
• Explain the benefits of paperless e-filing and how it works
• Show you the critical role the Diagnostics play in e-file returns
• Demonstrate how the program validates, creates and transmits e-files
• Show you how and when to check for and receive acknowledgements
• Help you troubleshoot IRS rejects and re-transmit rejected returns
• e-file extensions
• Acceptance letters, reports and more

• e-file Benefits and Overview
• Becoming an Authorized IRS e-file provider
  • Applying online
  • Other IRS e-services
• Setting Up the Program for e-filing
  • The e-file Setup Wizard
  • Other e-file options
• Entering Client Detail
  • Required fields
  • Paperless e-fling
• Reviewing e-file Returns
  • Diagnostics
  • e-file forms
  • Creating e-files
• Transmitting Returns
• Receiving Acknowledgements
  • Timing
  • Post-transmission Summary
• Troubleshooting IRS Rejects
  • Correcting rejected returns
  • Re-transmitting returns
• Transmitting Extensions
• Acceptance Letters
• e-file Reports

Course Level: Basic
Class Length: Approximately 2 hours

Note:  Make sure you click here to download the course materials before continuing.