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Using keyboard shortcuts in Lacerte

The tables below identify keyboard shortcuts within Lacerte.

Shortcuts available in the Clients, Detail, Forms, and Diagnostics screens

Press	To
Alt+C	access the Clients tab
Alt+D	access the Detail tab
Alt+F	access the Forms tab
Alt+I	access the Diagnostics tab
Alt+Left or Right Arrow	move between tabs
Ctrl+H	open the Calendar
Ctrl+L	open Lacerte Email
Ctrl+O	open User Options
Ctrl+P	open Print Tax Return dialogue box
Ctrl+U	open the E-file Wizard
Ctrl+F5	open the Lacerte Appointment Manager
F1	open the in-product Help window
F2	open the in-product Help Center
F4	open the Client Status window
F5	open the REP window
F10	open the Technical Support window
Ctrl+Alt+I	switch to the Individual Module
Ctrl+Alt+P	switch to the Partnership Module
Ctrl+Alt+C	switch to the Corporate Module
Ctrl+Alt+S	switch to the S-Corporate Module
Ctrl+Alt+F	switch to the Fiduciary Module
Ctrl+Alt+E	switch to the Exempt Module
Ctrl+Alt+T	switch to the Estate Module
Ctrl+Alt+G	switch to the Gift Module
Ctrl+Alt+B	switch to the Benefit Module

Shortcuts available in the Interactive Detail input

Press	To
Delete	delete the selected text or the character to the right of the cursor if no input is selected
Esc	(once) move from the detail window to the Section list. (twice) save and exit the Detail screen.
+	access the calculator if the cursor is in an amount field.
PgUp PgDn	scroll the screen a page at a time
Ctrl+Tab	move among the lists and the Detail screen
Up Arrow Tab	move among input fields or selections
Down Arrow	move among input fields or selections -or- add a new property if the cursor is on the last property at a grid screen
Ctrl+A	add a new screen/property
Ctrl+C	copy a property (Active in the list panel only)
Ctrl+D	delete a property or all entries on the screen
Ctrl+E	open expanded detail for the current field
Ctrl+V	paste a property (Active in the list panel only)
Ctrl+X	cut a property (Active in the list panel only)
Ctrl+Z	undo the last action
Ctrl+Left Arrow Ctrl+Right Arrow	select the previous or next tab along the bottom of the screen
Ctrl+PgUp Ctrl+PgDn	move to the next input section on the screen
Ctrl+Up Arrow Ctrl+Down Arrow	move to the same input field for a different property
Shift+F6	insert the last number displayed in the calculator into the current input field.

Shortcuts available in the Batch input

Press	To
Delete	delete the selected text or the character to the right of the cursor if no input is selected
Esc	(once) move from the detail window to the Screen list. (twice) save and exit the Detail screen
Ctrl+Tab	move among the lists and the Detail screen
Up Arrow Down Arrow Tab	move among input fields or selections
Ctrl+A	add a new screen/property
Ctrl+D	delete a full line of input
Ctrl+R	reset the page and cumulative hash totals to zero
Ctrl+Home Ctrl+End	move to the first or last item of the current screen
Ctrl+Left Arrow Ctrl+Right Arrow	select the previous or next tab along the bottom of the screen
Ctrl+Up Arrow Ctrl+Down Arrow	move to the next or prior property of the current screen
PgUp PgDn	move a page at a time
+	open the Calculator if the cursor is in an amount field.
Shift+F6	insert the last number displayed in the calculator into the current input field.

Shortcuts available on the Client list

Press	To
Up and down arrows	scroll one client at a time in the direction of the arrow
Home / End	go to the first or last client on the screen, respectively
Type the client number, name, SSN, or status	scroll the client list as you type (based on the current category). The current search characters display in the Status bar at the bottom of the screen, in the Search box.
Alt	activate the menu bar. You can press Alt + the highlighted letter in a menu or feature to access that menu or feature quickly.
Spacebar	select or unselect the highlighted client
Ctrl+Up Arrow or Ctrl+Down Arrow	scroll through the Client list without moving the cursor from the highlighted client
Shift+Up Arrow or Shift+Down Arrow	select one client at a time in the direction of the arrow

Shortcuts available in the Letter editor

Press	To
Arrow keys	move cursor a character at a time, or a line at a time, in the direction of the arrow key.
Ctrl+Left Arrow	move to the previous word.
Ctrl+Right Arrow	move to the next word.
Shift+Insert	paste text that has been cut or copied
Home	move to the first character of the line
End	move to the last character of the line
Pg Up	move up one page or to the top of a subsection
Pg Dn	move down one page or to the bottom of a subsection
Shift+Right Arrow Shift+Left Arrow	mark text in the direction of the arrow
Shift+Up Arrow Shift+Down Arrow	mark a column of text in direction of the arrow
Shift+Delete	cut the selected text
Backspace	delete a character to the left of the cursor
Delete	delete the selected text or one character to the right cursor
Ctrl+P	print the current document
Insert	toggle insert/overstrike
Ctrl+Z	undo the last change
Ctrl+B	make selected text bold
Ctrl+I	make selected text italics
Ctrl+U	underline selected text
Ctrl+F	find text
F3	find the next instance of text
Ctrl+A	select all text in a section
F7	check spelling

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