Sending Tax Returns to SmartVault from Lacerte

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.

    Image of Lacerte. See information above

  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).

      Image of the print options menu. See information above

  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:

  Note

SmartVault recommends printing 50-100 tax returns at a time when printing tax returns for multiple clients.

  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.

    Image of Lacerte. See information above

  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).

      Image of the print options menu. See information above

  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:

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