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Printing the Client List in Lacerte

SOLVEDby Intuit116Updated December 13, 2023

This list only prints the clients basic information. To create a more detailed client list, click here.

  1. Go to the Clients tab.
  2. Select a group of clients.
    • Click here for details on how to select some or all of your clients.
  3. Under the Print menu, select Database Reports.
  4. Select the Client List tab.
  5. Select one of the Client List Reports from the left navigation panel:
    • Client List - Name Only (this option will print a list with client names only).
    • Client List - Name and Phone # (this will print a list with client names and home phone numbers).
    • Extended Client List (this will print a list with client numbers, name, address, telephone number, and the preparer number.)
  6. Check the box in the lower left to include dependents, partners, officers, shareholders, beneficiaries, spouse, donees, or participants information.
  7. Select Print.

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