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E
eagary
Level 2
January 27, 2020
Question

Printing Tax Returns

  • January 27, 2020
  • 1 reply
  • 12 views

Is there a way on Lacerte to print the returns in a govt copy, client copy, file copy order?  We just converted from Ultra Tax!  Thank you

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    1 reply

    George4Tacks
    George4Tacks
    Level 15
    January 27, 2020

    Settings > Options > Items to Print 

    The order is preset, as seen on the left, but you can select the order items print and which items print for each set. Since most returns are e-file Government is only the e-file signature forms. I use Invoice, Fed Estimates, State Estimates, the Federal return signature, Fed return, State signature, State return.  The last box Only e-file Forms in Complete Return is marked Yes

    I do preparer copy to pdf, Client Copy to pdf and paper, then Government. Assembly is then, Client Copy goes in Folder. Look for Invoice that starts Government copies.

    Answers are easy. Questions are hard!
    E
    eagaryAuthor
    Level 2
    January 27, 2020

    Thank you for your help!  Do you then use print complete return?

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