New for tax year 2020, you can use Lacerte to keep track of how much time you spend on each client's return. This article...

Description How do I export the client list information to an Excel file? How do I export the client list information to a...

Before you start: To import clients between the Corporate and S Corporate modules: The following limitations apply when...

How do I print mailing labels for my clients? Solution: Lacerte comes with a set of predefined mail labels which cannot be...

How do I select a group of clients? How do I highlight multiple clients at once? How do I select multiple clients? Solution:...

How do I print the client list? How do I print a list of clients? Solution: To print a list of clients from Lacerte you will...

How do I change the client status? Solution You can use Client Statuses to help identify where the clients are in the review...

The following features and improvements will be available in the 2019 version of Lacerte: Save time with the ability to use a...