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How to group clients by organizer type in Lacerte

by Lacerte Tax 2023 Updated 6 months ago

Follow these steps to group your clients by organizer type:

  1. Go to the Client list. 
  2. From the Client menu, select Group Select... (or press F3 on your keyboard).
  3. Choose Other.
  4. In the Category dropdown menu choose Miscellaneous.
  5. In the Name dropdown menu choose Client Organizer Type.
  6. In the Compare dropdown menu chose Is.
  7. In the Value dropdown menu choose the type you want to group.
  8. Click OK to run your group filter.

This will enable you to easily batch print specific organizers for the clients that receive that type of organizer. Check out this resource for details about printing organizers in Lacerte.

Lacerte Tax

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