If you see the "DO NOT FILE" watermark on printed forms in Lacerte, it usually means the form isn't updated to its final...

You can customize many aspects of the Lacerte Tax program to match your needs and the needs of your firm. You can set where...

When working in the Document Management System (DMS), selecting the Scan button doesn't open the Scan Documents window, and...

This article will help you if: How to resolve DMS display issues For Windows 10 and Window 8/8.1: For Windows 7: To reinstall...

You can use both Sticky Notes and Client Notes to remind you of a certain task, form, or client. You can make them...

Follow these steps to group your clients by organizer type: Go to the Client tab. From the Client menu, select Group...

If your Lacerte program seems like it's making you enter items one by one where you normally enter them in a list view, such...

This article will help you determine why your Lacerte Clients display columns change or reset, and take steps to prevent it...

The extension form and Filing Instructions or Letter do not print (7004, 4868, 8868, 5558). Lacerte by default will not...

Before you start: The email address that the email is sent to will be populated with the taxpayer's e-mail addresses from...