How do I include FTB 3586 with the Client Copy of S-Corporate Tax Return. do not see anywhere on the Options:Items to Print to add the current payment voucher.

[Karl]

If it's displaying in Forms, then I think it's in your print settings.

[ChristiACPA]

Thank you for adding that. However, that is for the FTB 100-ES. The FTB 3586 is the payment voucher for the prior year (2023). That is the one I cannot locate the selection. 

[abctax55]

I've used Lacerte for decades; I've never found a way to have it automatically included.  

[ChristiACPA]

Thank you. I'm trying SafeSend this year and that is a problem. I have to use the Client Copy and I must include all vouchers. I guess I'll have to manually enter it. Very disappointing! 

[abctax55]

I don't use SafeSend, so can't help ya'

My m.o. is to go to 'print > partial return and select those PITA things that I can't get Lacerte to do automatically.  I have my staff trained on this; it creates a PDF that is password protected (if you select the e-mail option).  We call it "action items" when we send it out to the client.

[ChristiACPA · Accepted solution]

I found solution, in any module to have all current and future vouchers print with the client copy of return, do the following:

Settings/Options/Items to Print/Select Client (on left side), scroll down to Separately Filed Forms and check box/under that section you will find State Separate Forms and check box. 

I cannot take credit. I got a very diligent Lacerte agent who got me the answer so we can complain when we don't get service but we should acknowlege those who get it done!