Help Articles

Click any column header to sort clients by data set. The list will automatically sort alphabetically or numerically.

1. Go to the Settings menu and select Options.
2. Click on the Display tab.
3. In the Client View section, select one of the following:
   • All Clients to make changes to the All Clients view.
   • e-file Clients to make changes to the e-file Clients view.
   • e-file Center to make changes to the e-file Center View.
   • Tax Import to make changes to the Tax Import View.
   • E-Org Clients to make changes only to the the e-Org Clients view.
   • Tax Law Impact to view clients affected by tax law changes.
4. In the Sort by section, click on the dropdown arrow and select the column by which to sort the client list.
   • If the column you wish to sort by isn't in the Sort by list, you can select it from the Available list and add it to the Display section.

5. Click OK.

To add a Display column to the client list:

1. Click on Settings.
2. Click on Options.
3. Click on the Display tab.
4. Select All Clients from the Client View dropdown menu.

   

   • To make changes to a specific view, click on the dropdown arrow and select the desired view.
5. Click on the + to expand a section or click on Expand to expand all categories under the Available section.
   • Click on Collapse to collapse all.

6. Click on the item to add to the Display column.
7. Click on to add the item to the Display section.
8. Click OK to save your changes.

To remove a Display column from the client list:

1. Click on Settings.
2. Click on Options.
3. Click on the Display tab.
4. Click on the item under the Display section.
5. Click on to remove the item.
6. Click OK to save your changes.

To adjust the column order displayed in the client list:

1. Click on Settings.
2. Click on Options.
3. Click on the Sort by dropdown menu.
4. Click on the item from the Display section.
5. Click on the Up or Down button to sort the order of the Display column.

6. Click OK to save your changes.

How to modify column widths

• To let the Lacerte program adjust the column widths, check the box, Automatically adjust columns widths. Otherwise, uncheck this box to manually adjust columns on the Clients list.
• Check the Left Column Fixed box to display the left column even when scrolling to the right.
  • When the Left Column Fixed checkbox is checked, you'll be unable to edit the width of this column. To edit the width of the first column:
    • Move another column from your display to replace the first column. This will let you edit the width freely. When satisfied with the width, you can return the original column.