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Customizing a Lacerte client invoice for a single form

by Lacerte Tax 2023 Updated 7 months ago

The Lacerte Client Invoice automatically prints the forms that are generating in the return. However, there are times where you may want to print a single form.

To customize/generate a custom client invoice for a single form:

  1. Select on Settings, Client Invoice.
  2. Under the List of Invoice Schedule panel, select Add.
    • If prompted, select No to Copy 'Default Invoice Setup' Invoice to New Invoice?.
  3. In the Invoice Name window, enter the Invoice Name
    1. For example, Custom Invoice for 1040X.
  4. Select the Print tab.
  5. Unselect the boxes, Forms and Form Charges.
  6. Select the Additional Charges tab.
  7. Enter the name and amount of the charge in the Additional Charge Description column.
  8. Select Close from the Invoice Setup window.
  9. Select Yes in the Save changes? window.
  10. Go to the Invoice, Letter, Filing Instructions screen in the client:
    • Screen 5.1 - Individual and Corporate modules
    • Screen 2.1 - Partnership and Benefit modules
    • Screen 4.1 - S-Corporate, and Gift modules
    • Screen 3.1 - Fiduciary, Exempt and Estate modules
  11. In the Client Invoice section, select the new invoice from the Invoice schedule number dropdown menu.

  12. Go to the Forms tab to view the Invoice that's being generated with the return.
Lacerte Tax

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