How to find your Customer Account Number in Lacerte

To check your Lacerte Customer Account Number, follow these steps.

1. Go to the Settings menu and select Options.
2. Select the Firm Info tab.
3. The customer account number is located in the first field of the Firm Info screen.

Or:

1. Hold down the F10 key to open the Technical Support Information window.
2. Select the License Information tab.
3. The customer account number is located on the 2nd line of this tab.