Lacerte® Integration

This article provides instructions on how Lacerte® users can print a return directly to SafeSend Returns. 

The following return types are currently supported: 

• 1040
• 1041
• 1120
• 1120S
• 1065

  Important:

• A username and password for SafeSend Returns is required to transmit. If you have Single Sign On enabled, only a System Admin can transmit returns via Lacerte®.
• Only users with the appropriate permissions can use the integration. 
• Returns must conform to our print settings guidelines: Recommended Print Settings. 
• The recall and reupload option is not compatible with the integration. This process must be completed manually. 

Grant Users Permission in SafeSend Returns

API Access

Administrators can turn this setting on for all users in the account in the Suite Settings. By selecting this option, you will not need to create specific user groups. 

1. Open the Suite Settings.
2. Click General. 
3. Toggle the API Access to On. 

Create User Group

Administrators can create a User Group to allow select users access to the Lacerte® integration. Users will need the API Developer permission to use the integration. 

1. Click the Navigation Widget in the top right corner.
2. Click Account Management.
3. Click User Management in the left panel. 
4. Click the User Groups tab.
5. Click Add User Group. 
6. Type a Name for the group. 
7. Type a Description for the group. 
8. Select the API Developer role. 
9. Click Add Group.

Add Users to the Group

1. Click the newly created Group in the left panel. 
2. Drag and drop users from the Available Users column to the User in Group column. 
3. Click Apply Changes.

Enable SafeSend in Lacerte®

Add SafeSend as an option in Lacerte®. 

1. Click the Settings menu. 
2. Click Options.
3. Click the Display tab. 
4. Expand the Miscellaneous menu.
5. Select SafeSend. 
6. Click the right-facing arrow to move SafeSend to the Display section. 
7. Click Ok to save your changes.

Send Returns to SafeSend

Send Return

1. Locate the return to be sent to SafeSend. 
2. Click Send Return. 
3. Enter your SafeSend username.
4. Enter your SafeSend password. 
5. Click Sign In.
6. Enter your Subscription Key (see next section to locate key).
   • This will only need to be entered for the first return sent through integration.  
7. Click Submit to open a preview of the return.
8. Click Send to SafeSend to send the return to your Sent Tax Returns queue.

Locate Subscription Key

1. Click the Navigation Widget in the top right corner. 
2. Click Developer Section.
3. Scroll to the bottom of the page. 
4. Click the Copy icon for either the Primary Key or the Secondary Key; either can be used.

The key can now be pasted into Lacerte®.