Quickly locating partners using Partner Search in Lacerte
by Intuit• Updated 1 year ago
You can quickly and easily locate a partner to update their information or provide a K-1 package in Lacerte. Search for selected partners using a the Partner Search feature.
Quickly locating partners on Screen 7, Partner Information
When entering partner information on Screen 7, Partner Information, you can quickly switch between partners. Above your list of partners, there's a search field. You can enter a partner's first name, last name, or partner number to quickly filter your partner list.
Quickly locating partners while printing K-1 packages
When printing your K-1 package, you can quickly select partners. Above your list of partners, there's a search field. You can enter a partner's first name, last name, or partner number to quickly filter your partner list.
Sign in now for personalized help
Ask questions, get answers, and join our large community of Intuit Accountants users.
More like this
- How to enter partner allocation percentages in Lacerteby Intuit•19•Updated over 1 year ago
- How to specially allocate capital accounts in ProConnectby Intuit•24•Updated over 2 years ago
- Entering the Tax Matters Partner (TMP) in the Partnership or S-Corporate Moduleby Intuit•1•Updated September 12, 2024
- How to enter and allocate partner health insurance in ProConnectby Intuit•12•Updated over 2 years ago