Skip to main content
Level 4
April 22, 2026
New

Move the short term and long term box on disposition screen to table data entry section

Related products:Lacerte
  • April 22, 2026
  • 2 replies
  • 15 views

Instead of recording the actual stock acquisition and disposition dates in the table section of the disposition screen in Lacerte, our firm usually selects "1" for short term or "2" for long term.  To do this we have to scroll down and type that in every single time.  I would love to see a checkbox up on the table on the same screen where we are recording the sale so we can just check the short term or long term box.  It would be nice to have it right next to the dates of acquisition or disposition on the table.  This would save a tremendous amount of time.

2 replies

George4Tacks
Level 15
April 23, 2026

You may well grow very old waiting for this change, in the meantime you need to learn this keyboard shortcut. When you are entering the 1s & 2s use Ctrl + Down Arrow to go to the next item and be at the same box. Ctrl + Up Arrow goes up the list. 

https://accountants.intuit.com/support/en-us/help-article/data-systems/using-keyboard-shortcuts-lacerte/L6y12qmsV_US_en_US 

Answers are easy. Questions are hard!
BowieAuthor
Level 4
April 23, 2026

George, your suggestion above simply moves me down to the next stock sale line where I would record a new sale.  If there's a shortcut to move me from the data entry table to the detailed screen and the cell where I have to type a 1 or a 2, that would be great!