ProConnect HelpIntuit HelpIntuit

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.


PCG-LAC-L4tXlqfNg-01.png

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.

PCG-LAC-L4tXlqfNg-02.png

Lacerte Tax 2023

Sign in now for personalized help

Ask questions, get answers, and join our large community of Intuit Accountants users.

More like this

Dynamic AdsDynamic Ads