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Using Client Notes and Sticky Notes in Lacerte

by Intuit Updated 7 months ago

You can use both Sticky Notes and Client Notes to remind you of a certain task, form, or client. You can make them client-specific or general to all forms within all clients. The chart below will help you decide which is best for the note you need to add:

Sticky NoteClient Note
Don't print with the returnPrint with the return
Don't proformaWill proforma
Can be seen in all clientsAre specific to the client
Can be entered on input screensCan be entered on input screens
Can be entered on FormsCan't be entered on forms

Follow these steps to create a new Sticky Note or Client Note in the program:

  1. Drag and drop the   from the toolbar where you want the note.
  2. Type your text in the Add new note field.
    • You can't change the font size, font type, or color of the note.
  3. If this note is for the tax program or for more than one client, remove the check next to Client Specific to make it a Sticky Note.
  4. If the note is just for one client, check the Client Specific box to make it a Client Note.
    • The Client Specific checkbox is only available in the Forms tab.
  5. Click OK.

Follow these steps to edit an existing note:

  1. Click on  in the toolbar.
  2. Under Notes Type, select the Sticky Notes or Client Notes tab.
    • To display notes that apply to all clients, select the Sticky Notes tab.
    • To display notes specific to the client selected, select the Client Notes tab.
  3. Select the note you want to edit.
  4. Click the Edit note button.
  5. Make any desired changes and click OK.
    • You can't change the font size, font type, or color of the note.
  6. Click Close.

If you want to delete a note, follow steps 1-3 but click the Delete note button instead.

Lacerte Tax

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