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How do you edit client name in Lacerte? Not the number or letter but the actual client name for both business and personal clients. Thanks!

jimmy
Level 1
 
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abctax55
Level 15

Detail, Screen One = all you'll ever want to enter about a client name, ID#, address, etc, etc.

IF you've already REP'd the client, changing the name will result in the need to do so again.  BUT, unless the ID # changed, there shouldn't be a charge.  If there is, you'll have to contact customer support.

"Tax software is no substitute for a professional tax preparer"

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1 Comment 1
abctax55
Level 15

Detail, Screen One = all you'll ever want to enter about a client name, ID#, address, etc, etc.

IF you've already REP'd the client, changing the name will result in the need to do so again.  BUT, unless the ID # changed, there shouldn't be a charge.  If there is, you'll have to contact customer support.

"Tax software is no substitute for a professional tax preparer"
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