Starting in tax year 2019, Lacerte introduced subsections within 50 complex input screens to simplify the entry process. It also introduced the Topics tab in the left-hand menu to help users select a range of screens related to one subject.
- The Topics tab lets you see related screens based on a subject, making scrolling unnecessary.
- The Sections tab lists all the inputs for a particular screen. This is the classic input experience.
To change the default global option to collapse or expand sections :
- From the Settings menu, select Options.
- Select the Setup tab.
- Scroll down to the Expandable/Collapsible Sections section.
- Choose Expand all collapsible sections or Collapse sections without data.