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Using Client Notes and Sticky Notes in Lacerte

SOLVEDby IntuitLacerte Tax13Updated July 27, 2021

You can use both Sticky Notes and Client Notes to remind you of a certain task, form, or client. You can make them client-specific or general to all forms within all clients.

Sticky Notes:

  • Don't print with the return.
  • Don't proforma.
  • Can be entered in specific input screens and on any form.
  • Can be seen by all clients.

Client Notes:

  • Will print with the return.
  • Will proforma.
  • Can only be entered on the input screen.
  • Can't be entered on any specific form.
  • Are specific to a client.

Follow these steps to create a new Sticky Note or Client Note in the program:

  1. Drag and drop the   from the toolbar where you want the note.
  2. Type your text in the Add new note field.
    • You can't change the font size, font type, or color of the note.
  3. If this note is for the tax program or for more than one client, remove the check next to Client Specific to make it a Sticky Note.
  4. If the note is just for one client, check the Client Specific box to make it a Client Note.
    • The Client Specific checkbox is only available in the Forms tab.
  5. Click OK.

Follow these steps to edit an existing note:

  1. Click on  in the toolbar.
  2. Under Notes Type, select the Sticky Notes or Client Notes tab.
    • To display notes that apply to all clients, select the Sticky Notes tab.
    • To display notes specific to the client selected, select the Client Notes tab.
  3. Select the note you want to edit.
  4. Click the Edit note button.
  5. Make any desired changes and click OK.
    • You can't change the font size, font type, or color of the note.
  6. Click Close.
 

If you want to delete a note, follow steps 1-3 but click the Delete note button instead.  

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