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The User Options menu in Lacerte allows you to customize the program to match your needs and the needs of your firm. Customizable options include:

  • Where to save client files
  • How the program displays
  • The order of the client database
  • How the program calculates and prints tax return forms and documents

How to change user options

Under the Settings menu, the Options and Primary Options windows control many program features.

  • Changes to Options customize Lacerte on only one computer.
  • Changes to Primary Options are shared across the network.
  • Each tax module displays a different set of user options.