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Printing the Client List in Lacerte
by Intuit•7• Updated 2 months ago
This list only prints the clients basic information. To create a more detailed client list, click here.
For more Print & PDF resources, check out our Troubleshooting page for Print & PDF where you'll find answers to the most commonly asked questions.
- Open Lacerte to the Client List.
- 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.
- Under the Print menu, select Database Reports.
- Select the Client List tab.
- 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.)
- Check the box in the lower left to include dependents, partners, officers, shareholders, beneficiaries, spouse, donees, or participants information.
- Select Print.
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