Proforma
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...
Lacerte•83•ic-clockCreated with Sketch.Updated 15 hours ago•
Description How do I export the client list information to an Excel file? How do I export the client list information to a...
Lacerte•27•ic-clockCreated with Sketch.Updated 17 hours ago•
Before you start: To import clients between the Corporate and S Corporate modules: The following limitations apply when...
Lacerte•13•ic-clockCreated with Sketch.Updated 1 month ago•
How do I print mailing labels for my clients? Solution: Lacerte comes with a set of predefined mail labels which cannot be...
Lacerte•39•ic-clockCreated with Sketch.Updated 18 hours ago•
How do I select a group of clients? How do I highlight multiple clients at once? How do I select multiple clients? Solution:...
Lacerte•15•ic-clockCreated with Sketch.Updated 6 days ago•
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...
Lacerte•24•ic-clockCreated with Sketch.Updated 2 days ago•
How do I change the client status? Solution You can use Client Statuses to help identify where the clients are in the review...
Lacerte•11•ic-clockCreated with Sketch.Updated 1 day ago•
The following features and improvements will be available in the 2019 version of Lacerte: Save time with the ability to use a...
Lacerte•8•ic-clockCreated with Sketch.Updated 2 weeks ago•