Client Snapshot in Lacerte

What is Client Snapshot?

Coming in April, Client Snapshot is a new feature in Lacerte that allows you to see key figures without having to leave your workflow, or even your current screen. This will give a way of monitoring your "Big Four" tax figures.

This feature is currently only available in the Individual (1040) module.

How do I enable it?

1. While inside a client's return, on the menubar along the top of the program, go to Tools.
2. From there, scroll down to and hover over Client Snapshot.
3. Within the submenu, select Enable Client Snapshot.
   • You may also disable Client Snapshot from this submenu as well.
4. Once enabled, you should see a floating panel with the following info:
   • Client name & ID
   • Federal refund/Balance due
   • State refund/Balance due
   • AGI
   • Taxable income
5. If needed, you customize the position and size of your Client Snapshot by:
   • Minimize the Client Snapshot.
   • Maximizing the Client Snapshot.
   • Moving the Client Snapshot to anywhere on the screen.
6. Press F9 on your keyboard to recalculate the client snapshot. This will also recalculate the return itself.
   • Since this recalculates the entire return, larger returns may take slightly longer.

Once enabled, Client Snapshot will only be visible on client-specific pages such as Details, Forms, Diagnostics, and Analysis. Generic pages such the eSignature, Integrations, Intuit Tax Advisor, or the Client Grid won't have the Client Snapshot.