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Lacerte 2015

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Level 1

How do I change from individual return clients to corporate clients?

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2 Replies 2
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Good morning and thank you for posting your first questions. If you are asking how do you change an Individual client into a Corporate Client, there is no way that this can be bridged. You would have to manually create the return in the Corporate tax module. If you are asking how can you access the Corporate tax module and it is grayed out, please see this knowledge base about installing additional tax modules:

Installing Additional Tax Modules and States to the Lacerte Tax Program

https://proconnect.intuit.com/community/help-articles/help/installing-additional-tax-modules-and-sta...

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Level 15

If the module is there the shortcut is Ctrl + Alt + C for Corp or F for Fiduciary, ....


ex-AllStar