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Printing Tax Returns

eagary
Level 2

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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2 Comments 2
George4Tacks
Level 15

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!
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eagary
Level 2

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

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