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Quickly locating partners using Partner Search

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Intuit
last updated ‎July 20, 2020 10:16 PM

Quickly locating partners using Partner Search

Starting in Lacerte 2017 you can quickly and easily locate a partner to update their information or provide a K-1 package.  Search for selected partners using a the partner search feature.

Quickly locating partners on screen 7 Partner Information:

When entering partner information on screen 7 you can quickly switch between partners. Above your list of partners, you now have a search field. You can enter a partner's first name, last name, or partner number to quickly filter your partner list.
PCG-LAC-L4tXlqfNg-01.png

Quickly locating partners while printing K-1 Packages

When printing your K-1 package you can quickly select partners. Above your list of partners, you now have a search field. You can enter a partner's first name, last name, or partner number to quickly filter your partner list.

PCG-LAC-L4tXlqfNg-02.png

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