Merge 2 clients

[laurelb1]

We have 2 clients who have gotten married.  Is there any way to merge these two clients into one tax return?

[sjrcpa · Accepted solution]

No. Pick the most complicated one and manually add the other's info.

[laurelb1]

That is what I thought.  Thank you!!

[abctax55]

AND, triple check that everything is coded correctly as taxpayer vs spouse (W-2's, Sch C's, Sch E's, carryovers.....)  

Been there, done it wrong before 🙂

[loveJenni]

There doesn't happen to be some report or summary I could print that has every piece of info on a client in one place? I notice that the Contents screen marks in BOLD the screens that have any info entered. I hope there is a printable summary so I could check off with a pen as I manually enter the info into the other spouse's file? Or will I need to bounce back and forth between files to make sure I got everything?

I suppose the organizer would be better than nothing, but it's so many pages and doesn't seem to have all the checkboxes and such... just hoping for something more comprehensive and compact. Ideas?

[PhoebeRoberts]

Input sheets? Still gonna have so many pages, because there are so many pages of potential input.

[loveJenni]

Ooooh, I like those, good idea. I suppose I can print to pdf and have that open on one half of my screen and Lacerte open on the other side. Thank you!