How do you make a fiscal year return in Lacerte?

To create a fiscal year return, you'll need to enter the month your fiscal year ends. To enter a Fiscal Year End Month:

1. Go to Screen 1, Client Information
2. Scroll down to the Miscellaneous Info section
3. Enter the month of the fiscal year end (e.g. January is 01, February is 02, etc.) in, Fiscal Year End (MM)

Note: Lacerte does not support Fiscal Year returns in the Individual Module.