Welcome back! Ask questions, get answers, and join our large community of tax professionals.
Showing results for 
Search instead for 
Did you mean: 

Lacerte 2015

Level 1

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

Labels (1)
0 Cheers
2 Replies 2

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


“In an infinite Universe anything can happen.”
― Douglas Adams

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Accept as solution"
Level 15

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