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J
John Dukes
Level 3
May 5, 2020
Question

Opening screen in Lacerte

  • May 5, 2020
  • 1 reply
  • 15 views

Apparently I've somehow changed my opening screen to Fiduciary rather than Individual.  Any idea how to change back?

This topic has been closed for replies.

1 reply

abctax55
abctax55
Level 15
May 5, 2020

TOP menu bar, all the way to the left = Client.  Drop down to tax type.  Select Individual.

OR

Ctrl+Alt+I (for individual)

HumanKind... Be Both
    J
    John DukesAuthor
    Level 3
    May 5, 2020

    I know how to switch to Individual, but if I close the program and reopen, it opens back to Fiduciary, apparently as a default.

    abctax55
    abctax55
    Level 15
    May 5, 2020

    Nope...

    MY guess is it opens to whatever module was open when you closed the program.  So switch to to individual, close the program, reopen & see what happens.

    I know of no setting that controls this...

    @George4Tacks - any ideas?

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