Generating Filing Instructions in the Lacerte Tax Program

How do I generate filing instructions in the Lacerte Tax program?

Solution #1- To generate filing instructions for all clients:

1. Click on Settings.
2. Click on Options.
3. Click on the Tax Return tab.
4. Locate the Tax Return Options section.
5. Locate the Filing Instructions option.
6. Select Yes from the drop down menu.

   

7. Click Ok to apply the changes.

Solution #2-To generate filing instructions for one client file only:

1. Go to the Invoice, Letter, Filling Instructions screen:
   • Screen 5.1 (Individual)
   • Screen 2.1 (Partnership)
   • Screen 5.1 (Corporate)
   • Screen 4.1 (S Corporate)
   • Screen 3.1 (Fiduciary)
   • Screen 3.1 (Exempt Organization)
   • Screen 3.1 (Estate)
   • Screen 4.1 (Gift)
   • Screen 2.1 (Benefit Plan)
2. Scroll down to the Filing Instructions section.
3. Enter a 1 in, Filing Instructions: 1=yes, 2=no [O].
   • Note: If no entry is made in the check boxes below, filing instructions will print for your main form and any required estimate forms (&state equivalents).  If there is an entry in one or more of the forms below, filing instructions will print for those forms only.

On the Forms tab, in addition to the Letter, you should see a tab for Filing Instructions which will give detailed information for filing the return including where and when to file. The Letter will list the forms to review and direct the taxpayer to the Filing Instructions.