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Integration with Lacerte

Setting up Lacerte Outsource folder

When you outsource returns to SurePrep for full preparation, you need to provide a copy of your tax software file. You also need a folder to download and store the completed tax software files submitted by SurePrep after preparation.
Select a network location to save your SurePrep information. Select a location that is easily accessible by all internal staff that will access data sent to and received from SurePrep.
Create a main folder that will store all SurePrep information named
SurePrep
.
Within
SurePrep
, create a folder called
Submit To SurePrep
. This is a central location used to store all documents and tax files ready to upload to SurePrep.
Create a 2nd folder within
SurePrep
 called
Received From SurePrep
. This is a central location used to save all workpapers and files received from SurePrep.
Select the file to upload
In each subfolder (
Submit To SurePrep
 and
Received From SurePrep
), create folders for each client whose tax return is to be outsourced to SurePrep.
The folder name for each client should be the same as the client number of that client’s tax file in Lacerte.
Select a document to upload to the Client No.
This is the folder where the backup of Lacerte tax files will be held for the clients.
note
If you already have an individual client data structure set up on your network, you may continue to use that structure to store your clients' source documents.

Saving Lacerte Outsource paths

Follow these steps to save Lacerte Outsource paths:
  1. Go to
    FileRoom
    ,
    Admin
    ,
    Account Setup
    , then
    Tax File Activation
    .
    Select Admin, ACCOUNT SETUP, then Tax File Activation
  2. Open the PBFX file once it completes the download.
    Open the downloaded file
  3. When the
    Tax File Activation
     window appears, select the
    Lacerte
     tab.
    Select Lacerte
  4. On the top, select
    Add New Path
     to set the network folder location where the Lacerte software files are stored prior to uploading. A new blank row will appear.
    Select Add New Path
  5. Select the
    Browse
     icon to select the path.
    Select the Browse icon
  6. Select the path to the
    Submit To SurePrep
     folder created earlier.
    Select the Submit To SurePrep folder
  7. Under
    Download Folder (Outsource Only)
    select
    Add New Path
    , then select the path to the
    Received From SurePrep
    folder.
    note
    The download folder path for Outsource returns can never be a local folder path. It will always be a network path.
    Select Add New Path from the Download Folder section

This article applies to:

  • PRODUCT: SurePrep
  • Subject: Integration

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