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What's new for 2019 Lacerte: Using Topics on details screens

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What's new for 2019 Lacerte: Using Topics on details screens

Starting in tax year 2019 Lacerte introduces a quick and easy way to access input fields within nearly 50 complex input screens to improve the entry process in these areas, including;

  • Schedule K-1 Passthrough Input
  • W-2 Wage Input
  • Forms 1099 Input

The Topics tab you'll see on many screens groups related inputs based on the subject they relate to, so you can easily find all the entries you need in one place without scrolling. You can also switch to the Sections tab if you prefer the classic input experience.

To change your default global option:

  1. Click the Settings menu and select Options. 
  2. Click the Setup tab.
  3. Choose your default experience in the Expandable/Collapsible Sections section.

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