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Using keyboard shortcuts in Lacerte

by Intuit Updated 2 years ago

The tables below identify keyboard shortcuts within Lacerte.

PressTo
Alt+Caccess the Clients tab
Alt+Daccess the Detail tab
Alt+Faccess the Forms tab
Alt+Iaccess the Diagnostics tab
Alt+Left or Right Arrowmove between tabs
Ctrl+Hopen the Calendar
Ctrl+Lopen Lacerte Email
Ctrl+Oopen User Options
Ctrl+Popen Print Tax Return dialogue box
Ctrl+Uopen the E-file Wizard
Ctrl+F5open the Lacerte Appointment Manager
F1open the in-product Help window
F2open the in-product Help Center
F4open the Client Status window
F5open the REP window
F10open the Technical Support window
Ctrl+Alt+Iswitch to the Individual Module
Ctrl+Alt+Pswitch to the Partnership Module
Ctrl+Alt+Cswitch to the Corporate Module
Ctrl+Alt+Sswitch to the S-Corporate Module
Ctrl+Alt+Fswitch to the Fiduciary Module
Ctrl+Alt+Eswitch to the Exempt Module
Ctrl+Alt+Tswitch to the Estate Module
Ctrl+Alt+Gswitch to the Gift Module
Ctrl+Alt+Bswitch to the Benefit Module
PressTo
Deletedelete 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+Tabmove among the lists and the Detail screen
Up Arrow
Tab
move among input fields or selections
Down Arrowmove among input fields or selections
-or-
add a new property if the cursor is on the last property at a grid screen
Ctrl+Aadd a new screen/property
Ctrl+Ccopy a property (Active in the list panel only)
Ctrl+Ddelete a property or all entries on the screen
Ctrl+Eopen expanded detail for the current field
Ctrl+Vpaste a property (Active in the list panel only)
Ctrl+Xcut a property (Active in the list panel only)
Ctrl+Zundo 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+F6insert the last number displayed in the calculator into the current input field.
PressTo
Deletedelete 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+Tabmove among the lists and the Detail screen
Up Arrow
Down Arrow
Tab
move among input fields or selections
Ctrl+Aadd a new screen/property
Ctrl+Ddelete a full line of input
Ctrl+Rreset 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+F6insert the last number displayed in the calculator into the current input field.
PressTo
Up and down arrowsscroll one client at a time in the direction of the arrow
Home / Endgo to the first or last client on the screen, respectively
Type the client number, name, SSN, or statusscroll 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.
Altactivate the menu bar. You can press Alt + the highlighted letter in a menu or feature to access that menu or feature quickly.
Spacebarselect or unselect the highlighted client
Ctrl+Up Arrow or Ctrl+Down Arrowscroll through the Client list without moving the cursor from the highlighted client
Shift+Up Arrow or Shift+Down Arrowselect one client at a time in the direction of the arrow
PressTo
Arrow keysmove cursor a character at a time, or a line at a time, in the direction of the arrow key.
Ctrl+Left Arrowmove to the previous word.
Ctrl+Right Arrowmove to the next word.
Shift+Insertpaste text that has been cut or copied
Homemove to the first character of the line
Endmove to the last character of the line
Pg Upmove up one page or to the top of a subsection
Pg Dnmove 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+Deletecut the selected text
Backspacedelete a character to the left of the cursor
Deletedelete the selected text or one character to the right cursor
Ctrl+Pprint the current document
Inserttoggle insert/overstrike
Ctrl+Zundo the last change
Ctrl+Bmake selected text bold
Ctrl+Imake selected text italics
Ctrl+Uunderline selected text
Ctrl+Ffind text
F3find the next instance of text
Ctrl+Aselect all text in a section
F7check spelling
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