Common questions about input sheets in Lacerte

Input Sheets Options

When printing Completed Input sheets, after adjusting the dropdowns to select your desired print selections, you can check the box Save as Defaults located under Input Sheet Options on the left.

There is not a Defaults option for the Input Sheet Options, so if you wish to later change the input sheet settings back to the default options, you will need to change the dropdown selections to When Applicable, and use the Save as Defaults box to save the updated settings.

Printing Blank Input Sheets

As an alternative to Completed Input Sheets, you can also print Blank Input sheets. These are best used for new clients, when you do not have pre-existing data in Lacerte to utilize with the Completed Input Sheets.

To print blank input sheets:

1. On the Print menu, click Input Sheets.
2. Click the Blank Input Sheets tab.
3. In the state folder list, click the folder of the state for which to print input sheets.
4. Do one of the following:
   • Click each input sheet to print.
     • Selected input sheets display a X next to them.
   • To select all input sheets for a particular state, in the state folder list, click the box next to the desired state.
5. Click Print.
6. In the Print To section, select where you want to print the list. Select any combination of the Printer, File(PDF) and Document Management System check boxes.
7. Verify the print options in the sections below.
8. Click OK.