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Using split and pop-out views in Lacerte

SOLVEDby IntuitLacerte Tax29Updated February 05, 2022

Detail/Form Split View

The Detail/Form Split function lets you to enter data in the detail input screen and lets you to view the forms simultaneously. When entering data in the detail input screens, you'll be able to see the updated calculations on the viewed forms immediately, without having to access the Forms tab.

This is especially useful when running "what if?" scenarios, where it is desirable to see how a return is affected by specific entries. For example, entering an IRA or SEP contribution.

To use the Detail/Form Split View:

  1. Go to the Detail Input Screen.
  2. From the View menu, select Detail/Form Split View, then Detail/Forms Split View.
    • This will place a checkmark next to the Detail/Form Split to turn the function on in Lacerte.
  3. Once the Detail/Form Split view is selected the screen will show:
    • The list of forms on the left.
      1. Only forms that are generated on the Forms tab will appear on the list. If the form isn't generating you'll need to first generate the form then click on the Detail/Form Split view.
    • The Detail Input Screen in the middle, and
    • The Forms view on the right.
    • If you have a smaller screen or Lacerte isn't Maximized, the screen will show:
      • The list of forms on the left,
      • The Detail Input Screen at the top, and
      • The Forms view on the bottom.
  4. Select the applicable Form from the list on the left.
  5. Enter the applicable data in the Detail Input Screen.

Once you start entering information in the detail input screen the list of forms on the left will disappear. This is so you can have the full benefit of the Detail Input Screen.

  1. Click on the Forms tab at the bottom of the screen.
    • Alternatively, you may mouseover to the Form on the right.
  2. Click on the Forms bar at the top.
  1. From the View menu, select Detail/Form Split View, then Detail/Forms Split View.

This should remove the checkbox next to the Detail/Form Split and turn off the function within Lacerte.

Video tutorial:

Pop-out Forms Screen

The Pop-out Forms function lets you to enter data in the detail input screen and lets you to view the forms simultaneously. When entering data in the detail input screens, you'll be able to see the updated calculations on the viewed forms immediately, without having to access the Forms tab. If you have multiple monitors, this pop-out view can be moved to a secondary monitor.

To use the Pop-out Forms Screen:

  1. Go to the Detail Input Screen.
  2. From the View menu select, Detail/Form Split View, then Pop-out Forms Screen.
    • This will place a checkmark next to the Pop-out Forms Screen to turn the function on in Lacerte.
  3. Once the Pop-out Forms Screen is open it can be moved to other screens.
  4. To close the Pop-out Forms Screen select the X in the upper right corner of the Forms screen.

Pop-out Diagnostic Screen

The Pop-out Diagnostic function lets you to view the Diagnostics and navigate in the detail input screen simultaneously. When entering data in the detail input screens, you'll be able to see the Diagnostics immediately, without having to access the Diagnostics tab. If you have multiple monitors, this pop-out view can be moved to a secondary monitor.

To use the Pop-out Diagnostic Screen:

  1. Go to the Detail Input Screen.
  2. From the View menu, select Pop-out Diagnostics Screen.
    • This will place a checkmark next to the Pop-out Diagnostics Screen to turn the function on in Lacerte.
  3. Once the Pop-out Diagnostics Screen is open, it can be moved to other screens.
  4. To close the Pop-out Diagnostics Screen select the X in the upper right corner of the Diagnostics screen.

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