Messaging Other Users That Are Using the Lacerte Program

You can use the Message Other Users feature to tell who is in the program and to send them a message. For example, if you need to message someone to temporarily exit the program.

To send message other users across the network using the Lacerte Tax program, do the following:

1. In the Lacerte Tax program, click the Tools menu and select Message Other Users.
2. The users that are in the program will be listed in the Choose users that will receive your message: box. Select the user(s) you wish to receive the message.
3. Type your message in the text box and click Send Message.
4. Click OK to close the window.

Troubleshooting:

If a user is shown in list but is currently not using the Lacerte Tax program, click on the Refresh List button to refresh the list. If the user is still shown on the list, restart the workstation for the user in question.