When you choose SmartVault as your printer in Lacerte, copies of your clients’ tax returns and other documents are sent to SmartVault as PDF files and stored in their respective folders.

The video below shows you how to print tax returns to SmartVault with Lacerte.

Sending a Tax Return to SmartVault

To print (send) a tax return to SmartVault from Lacerte:

1. In Lacerte, select the client tax return to print.
2. Click Print in the toolbar and select Tax Return.

   

3. In Print Tax Return, go to Return Options and select SmartVault for each copy you want to send to SmartVault.
   
   • If you don't see SmartVault in your Return Options, select File (PDF).

     

4. Click OK.
5. Select your SmartVault account, then click OK. SmartVault sends an email notification when uploads are complete.
6. When printing is complete, the files are in your client vaults. Go to Clients>[client name]>Tax Files>TYXX>Tax Returns.

Sending Multiple Tax Returns to SmartVault

To print (send) multiple clients’ tax returns or documents to SmartVault from Lacerte:

1. In Lacerte, select the Clients tab.
2. Select the clients whose tax returns you want in SmartVault. Selected clients are highlighted in blue.
3. Click Print and select Tax Return.

   

4. In Print Tax Return, go to Return Options and select SmartVault for each copy you want to send to SmartVault.
   • If you don't see SmartVault in your Return Options, select File (PDF).

     

5. Click OK.
6. Select your SmartVault account, then click OK. SmartVault sends an email notification when uploads are complete.
7. When printing is complete, the files are in your client vaults. Go to Clients>[client name]>Tax Files>TYXX>Tax Returns.

Troubleshooting Printing Errors

If you get errors when printing tax returns from Lacerte, you can try:

• Clearing the PTDdesktop folder
• Clearing the Connected Desktop cache
• Fixing the print driver configuration
• More diagnostic steps