Answered: How to Change from 2019 Lacerte Partnership to Individual Program

AKUBS1 · ‎06-02-2021

Today I clicked on my desktop logo like i always do to open 2019 Lacerte Tax and for some reason when I logged in and it opened up I had 0 clients.

I noticed the top right window heading is "2019 Lacerte Partnership Tax". I never use this program and my colleagues all say "2019 Lacerte Individual Tax"

How do I change my program to go back to opening the Individual tax program? I have gone to settings and options and updated my path to go to IDATA like the other users in the office and nothing has fixed it.

sjrcpa · ‎06-02-2021

Below the "2020 Partnership Tax " in the left corner, click on Client, Tax Type or

Ctrl+Alt+I

The more I know, the more I don't know.

View solution in original post

sjrcpa · ‎06-02-2021

Below the "2020 Partnership Tax " in the left corner, click on Client, Tax Type or

Ctrl+Alt+I

The more I know, the more I don't know.

AKUBS1 · ‎06-02-2021

thank you!

sjrcpa · ‎06-02-2021

You're welcome

The more I know, the more I don't know.

How to Change from 2019 Lacerte Partnership to Individual Program

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