Important Notes
Supported Tax Returns
Support: Federal and all State 1040 tax returns.
Not supported: Locality, state-only filings, and US-1040-NR.
Only long-form 1040 returns are supported (1040EZ and 1040A are not).
Required Forms in Tax Return PDF
Federal & State 1040 forms.
Federal Form 8879.
Estimated payment vouchers/payment vouchers (if applicable).
State 8879 form is required for these states:
Alabama, Arizona, Arkansas, California, Colorado, Georgia, Indiana, Louisiana, Massachusetts, New York.
PDF Preparation Requirements
Use the native print function of your tax software (do not use a PDF print driver).
Ensure the PDF:
Is not password protected
Has watermarks disabled
Includes the taxpayer’s email address on page 2 of the Federal 1040
Combines Federal and State returns into a single PDF (do not upload multiple PDFs).
Lacerte Setup and Printing Instructions
Select the client you wish to print.
You can select multiple clients by holding Shift as you select clients
Select Print > Tax Return...
Select Client Copy.
Make sure that only File (PDF) is selected.
Select OK.
If printing in bulk, changing the filename of the first printed return will allow you to change the name of each subsequent return individually.
If no change is made, all returns will print with the default name.
Select Save.
See the Lacerte help center for additional instructions.