Printing the Client List in Lacerte

For more Print & PDF resources, check out our Troubleshooting page for Print & PDF where you'll find answers to the most commonly asked questions.

1. Open Lacerte to the Client List.
2. Select a group of clients.
   • Click here for details on how to select some or all of your clients.
   • You can select all clients for a specific preparer to print out only their 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.