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Level 5
February 9, 2020
Solved

Are worksheets included in the efiled return

  • February 9, 2020
  • 1 reply
  • 29 views

In Lacerte, are worksheets included in the efiled return? Or are only statements included as part of the efiled return?

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Best answer by kgreen8393

Thanks- In the individual module- do you know if other worksheets that you see when you click the Lacerte Worksheet tab like the Wage Schedule, Pension & Annuities Schedule are part of the efile?

I believe only statements are included in the efile.


If it prints as a Statement, then yes, it will go with the E-File.  If it is just a worksheet in the worksheets tab, then it should not be sent with the efile.

1 reply

Level 6
February 9, 2020

My understanding is that in "Client Notes" - Statements are sent with the E-filed return but worksheets are not.

accoun5Author
Level 5
February 9, 2020

Thanks so much. Do you know if worksheets other than client generated notes will be part of the efile.

For example, will the Federal Worksheet for the QBI deduction be included in the efile?

Level 6
February 9, 2020

I don't believe any worksheets are included in the E-File.  Are you talking about an Individual return or Partnership, etc.?