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Adding or removing a state return from a client file in Lacerte

SOLVEDby IntuitLacerte Tax112Updated September 30, 2021

This article will help you:

  • Add a state return to a client file.
  • Remove a state return from a client file.

To add a state return:

In the individual module Lacerte will automatically add a state to a new client file on Screen 1, Client Information, once the address section has been completed or after a state has been selected in the Resident State as of 12/31.

  1. Go to Screen 1, Client Information.
  2. Locate the Returns section on the top-left menu panel.
  3. Select the Add button.
  4. Begin typing the state name or select the state from the list.
  5. Select OK.
  6. Repeat steps for each state you need to add to the return.

To remove a state return:

  1. Go to Screen 1, Client Information.
  2. Locate the Returns section on the top-left menu panel.
  3. Select the State you want to delete.
  4. Select Delete.
  5. Select Yes to remove the state.

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