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Level 3
September 5, 2026
Question

PDF for client

  • September 5, 2026
  • 2 replies
  • 52 views

My client needs a clean copy (not a Do Not File) of a 990 in Lacerte so they can print out a copy to send to the CA Attorney General.  How do I do this?

    2 replies

    IntuitKatie
    Moderator
    September 7, 2026

    Hi great to see you in the Community and thanks for posting! Here's a support article that should help with this:

    From the Clients tab, select the client, then from the Print menu choose Tax Return. Select File (PDF) under Return Options, then select Settings. In the File (PDF) Settings section, clear the Watermark checkbox and select OK. This will produce a clean PDF copy without the "Do Not File" text for the client to submit to the CA Attorney General.

    If you need further assistance with this we would reach out to Lacerte Support.

    Morton 12Author
    Level 3
    September 8, 2026

    Thanks,  I had to do this for the federal and Ca separately as “
    Complete Return” didn’t include the CA.;  Got it done.  Thanks.