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Where do I enter footnote information

laroncpa
Level 1
 
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Accepted Solutions
George4Tacks
Level 15

Lacerte does not offer "footnote", but it does offer statement. 

https://proconnect.intuit.com/community/print-a-file/help/creating-client-notes/00/4277


Answers are easy. Questions are hard!

View solution in original post

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9 Comments 9
George4Tacks
Level 15

Lacerte does not offer "footnote", but it does offer statement. 

https://proconnect.intuit.com/community/print-a-file/help/creating-client-notes/00/4277


Answers are easy. Questions are hard!
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jerry
Level 7

Those solutions are now behind a password....

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sjrcpa
Level 15

That's weird. I think December 2019 is when Intuit migrated us to this newest, not improved, version of the forum.

The more I know, the more I don't know.
George4Tacks
Level 15

This has much of the same information:

https://proconnect.intuit.com/community/print-a-file/help/creating-client-notes/00/4277

ARGH!  It would be nice if a moderator could redirect those dead links, since I can no longer edit the post.


Answers are easy. Questions are hard!
jerry
Level 7

So what I was really looking for was how to print a supporting detail popup screen.

If I check either print with Worksheets or Statement, it doesn't print in the client package.

Is there a way to do that?

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George4Tacks
Level 15

See How to Customize Items to Print

https://proconnect.intuit.com/community/feature-preferences/help/adjusting-user-options-in-lacerte/0...

e.g.

Capture.JPG


Answers are easy. Questions are hard!
George4Tacks
Level 15

In the pop up use the Print icon to print

Capture.JPG


Answers are easy. Questions are hard!
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jerry
Level 7

I'm trying to print a supporting detail (well, actually include it in the client's copy).  There's no print icon on the supporting details.

Even if I say print to statements or worksheets, it doesn't appear there along with Lacerte-generated statements or worksheets.

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George4Tacks
Level 15

Some supporting details offer that you can print it with a Statement OR a Worksheet. You can also proforma the detail. 

 

Capture.JPG

If you want to get something like the image above for your detail - there is no print, but Windows has a nifty tool called "Snipping Tool"

 


Answers are easy. Questions are hard!
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