ProConnect HelpIntuit HelpIntuit

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

SOLVEDby Intuit167Updated December 11, 2023

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 information:

  • 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.
  • Lacerte doesn't support special formatting of statements or worksheets; the formatting options aren't available with these note types.

Was this helpful?

You must sign in to vote, reply, or post
Lacerte Tax

Sign in for the best experience

Ask questions, get answers, and join our large community of Intuit Accountants users.

More like this

Dynamic AdsDynamic Ads