SmartVault for Intuit Tax Lacerte and ProSeries
SmartVault for Intuit Tax Lacerte Solo and Team plans
SmartVault for Intuit Tax ProSeries Solo and Team plans
If you're having trouble printing to SmartVault from Lacerte or ProSeries, here are some diagnostic steps that will help either resolve the issue, or help us to determine more details about your issue.
During tax season there are many updates from Lacerte / Proseries. These updates will sometimes break the integration between SmartVault and the tax software. The fastest way to fix this is to Restart your computer. If the restart does not work, proceed to the following steps below.
If the print job is successful, you should see a pop up window on the bottom right hand of your screen affirming "Upload is Complete", or you can sign into the SmartVault client portal and navigate to your client's tax return folder to verify that the tax return printed to SmartVault.
*If the print job is still not successful, please contact SmartVault Customer Support by submitting a ticket.
* These are the default instructions provided by Intuit to resolve most printing issues with their Lacerte and Proseries tax software.