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Viewing/Printing the Client Log in Lacerte

by Intuit• Updated 5 months ago

How do I view and print the client log in Lacerte?

To view and print  the Client Log:

  1. Click on the Clients tab.
  2. Highlight the name of the client file you want to view.
  3. Press the F4 function key on your keyboard.
  4. Click on the Client Log tab.
    1. The Revision list displays the date, the time, the person who made the changes, and the number of input fields changed.
    2. Click Clear Log to erase the Revision list. You cannot recover a Client Log after you have cleared it.
    3. Click Print to print the Revision list. You can then choose where you want to print the list (printer, DMS, PDF).
    4. Click OK to save changes.

NOTE:  When viewing the print history, the specific form(s) that were printed are not detailed.

Lacerte does not identify the corresponding input fields for those codes added, modified, or deleted, nor are all changes easy to identify.

To isolate differences between the return as it is now and the prior return:

  • Compare a printout of the return before changes with a printout of the return after changes, or
  • If the return in the Forms view is different than the return you e-filed, you may find the changes by comparing the View e-file report with the printout of the return after changes.
    See Viewing and Printing the Contents of an E-filed Return for more information on how to view the return that was e-filed.

Interpreting electronic filing XML content:

The e-file is created and sent in a XML format. To read the XML you want to look for the area that is different, for instance if you know that Total Income Amount has changed you would need to compare the amounts on Form 1040, lines 7-21 on your printout to the section.

Instead of using numbered lines in the e-file, each "line"  under the section is the title (example: Line 7, Wages of the form = of the e-file). This should help narrow down which line is causing the discrepancy.

Once you have determined which line is different, you will want to go to that Input Screen and compare your documents and entries.

Notes-

  • Some discrepencies between returns can be caused by a change in user options, so not every change is going to be visible on an input screen.
  • Also, any issues that were resolved on an update could impact the current return. After the return is e-filed and you have received an acceptance please make sure to lock the clients return. See Locking and Unlocking Tax Returns for more information.
Lacerte Tax

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