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Printing Specific Forms or Selected Pages in Lacerte

by Intuit Updated 2 weeks ago

There are a two ways to print either specific forms, or specific pages of a form. You can use the Partial Return method to select the chosen forms, or you can use Print Form on the forms tab to print a specific form or page.

Print only chosen forms using Partial Return

  1. Go to the Clients tab
  2. Highlight the Client file
  3. Select the Print menu
  4. Select Tax Return
  5. In the Return section, select on Partial return.
  6. Check the box next to the Form(s) you want to print.
    • You can print to File(PDF), Email(PDF), or DMS using the checkboxes above the list of forms
  7. Click OK

Print a form or single page using Print Form on the Forms Tab

  1. Open the client to the Forms tab
  2. Select the Form in the list
    • If you want to print a specific page of a form, then select the Page to print.
  3. Select Print Form in the top right corner
  4. If you wish to print to PDF:
    • Select Settings from the Print Form window
    • Uncheck the box, Printer.
    • Check the box: File (PDF).
    • Select OK to close the Print Settings window.
  5. Select the applicable option from the Print Form window:
    • This page only — Only the current page you are viewing
    • All pages — All pages associated with the form you are viewing
    • All pages, supporting statements and worksheets — All pages for the form you are viewing, including any associated worksheets and statements
  6. Select OK
Lacerte Tax

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