- Go to the Detail tab > Other and select the Elections screen:
- Screen 46 (Individual)
- Screen 33 (Partnership)
- Screen 41 (Corporate)
- Screen 38 (S Corporate)
- Screen 61 (Exempt Organizations)
- Select the Misc. Election button or the link in the left menu.
- Scroll to the section Election for Safe Harbor for Small Taxpayers.
- Select the box Safe harbor for small taxpayers [1.263(a)-3(h)].
- In the Description of property (Ctrl+E) input field, hold down Ctrl+E to open the Description of property window, and enter applicable information.
- Select OK.
Lacerte will generate the election statement per Bulletin 2013-43