Is there an option to force 1040 clients to efile?
LacerteIs there somewhere in options to default (force) that indivdual returns have to be e-filed? A good percentage(50%) of our long-time clients were paper returns that we need to switch over.
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mojocpa
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Questions answered: 1927
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Accountant Community AllStar
Advisory council of Accountant community power users.
01/25/11 7:24pm PST
Viewed by asker 01/26/11 7:05am PST
Viewed by asker 01/26/11 7:05am PST
2 Replies
Amy-in-PA
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Allstar
Advisory council of community power users.
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01/25/11 7:30pm PST
Best Answer - Chosen by the Community
I don't know, but how many clients do you have? How much time would it take to get into everyone's screen 1, and check off all the possible checkboxes for "e-file the Federal, e-file the first state, e-file the 2nd state, e-file the 3rd state" and so on?
I didn't time myself, but I have about 100 clients, only about 25 of whom were e-filers before this, so I went into the other 75 and clicked all those Screen 1 checkboxes. I don't think it took me even an hour.
Now, when my assistant helps with returns, the e-filing will be present automatically. He'll have to key in a lot of W2 information, but at least he won't overlook that someone is now an e-filer.
Back up before it's too late. For a professional answer, call Tech Support at 1-800-933-9999 (Lacerte)(other numbers ProSeries, QB, or TurboTax). I am a volunteer, not compensated or supported by Intuit.
