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How to create client notes, worksheets, statements and additional letters in Lacerte

SOLVEDby IntuitLacerte Tax112Updated October 25, 2021

Follow these steps:

  1. Go to the applicable Notes screen:
    • Individual: Screen 47
    • Partnership: Screen 34
    • Corporate: Screen 42
    • S Corporate: Screen 39
    • Fiduciary: Screen 51
    • Exempt organization: Screen 62
    • Estate: Screen 36
    • Gift: Screen 13
    • Benefit Plan: Screen 22
  2. Select the kind of note under the Print As section from the left panel.
    • Worksheet: will print as a worksheet with the preparer copy or client copy.
    • Statement: will print as a statement with any copy of the return.
    • Letter Misc 1: will print on the client letter after the salutation.
    • Letter Misc 2: will print on the client letter before the signature.
    • Schedule K-1: only available in S-Corporate/Partnership/Fiduciary modules (will print a supplemental information page on each K-1).
  3. Enter the text of the note.
  4. Select Edit from the left panel to select the state that the note applies to.

To view the client note when printed as a worksheet or statement:

  1. Go to the Forms tab.
  2. Select Client Notes.

Additional information:

  • A client note will proforma with the client file.
  • A client note will be created as part of the e-filed return in the Individual, Corporate, S Corporate, Partnership, and Exempt Organization if Statement is selected in the left panel of the Client Notes screen.
  • Lacerte doesn't support special formatting of statements or worksheets; the formatting options aren't available with these note types.

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