How to create client notes, worksheets, statements, and additional letters in Lacerte

Follow these steps:

1. Go to the applicable Notes screen:
   • Individual: Screen 47
   • Partnership: Screen 34
   • Corporate: Screen 42
   • S Corporate: Screen 39
   • Fiduciary: Screen 51
   • Exempt organization: Screen 62
   • Estate: Screen 36
   • Gift: Screen 13
   • Benefit Plan: Screen 22
2. Select the kind of note under the Print As section from the left panel.
   • Worksheet: will print as a worksheet with the preparer copy or client copy.
   • Statement: will print as a statement with any copy of the return.
   • Letter Misc 1: will print on the client letter after the salutation.
   • Letter Misc 2: will print on the client letter before the signature.
   • Schedule K-1: only available in S-Corporate/Partnership/Fiduciary modules (will print a supplemental information page on each K-1).
3. Enter the text of the note.
4. Select Edit from the left panel to select the state that the note applies to.

To view the client note when printed as a worksheet or statement:

1. Go to the Forms tab.
2. Select Client Notes.

Additional info:

• A client note will proforma with the client file.
• A client note will be created as part of the e-filed return in the Individual, Corporate, S Corporate, Partnership, and Exempt Organization if Statement is selected in the left panel of the Client Notes screen.
  • Some states have a character limit, so we recommend validating the return and then going to e-File and selecting e-File Support Tools and View e-File to make sure the full statement is included.
  • There's no guarantee that the IRS will review these notes. Also, see Attaching PDF documents to a business return for e-file in Lacerte or Attaching PDF documents to an individual return for e-file (Form 1040).
• Lacerte doesn't support special formatting of statements or worksheets; the formatting options aren't available with these note types.