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Starting in tax year 2019, Lacerte introduced subsections within 50 complex input screens to simplify the entry process. It also introduced the Topics tab in the left-hand menu to help users select a range of screens related to one subject.

  • The Topics tab lets you see related screens based on a subject, making scrolling unnecessary.
  • The Sections tab lists all the inputs for a particular screen. This is the classic input experience.

To change the default global option to collapse or expand sections :

  1. Click the Settings menu and select Options. 
  2. Click the Setup tab.
  3. Scroll down to the Expandable/Collapsible Sections section.
  4. Choose Expand all collapsible sections or Collapse sections without data.