Adding or removing a state return from a client file in Lacerte

This article will help you:

• Add a state return to a client file.
• Remove a state return from a client file.
• Delete a state from a client file.

Table of contents:

To add a state return:

In the individual module Lacerte will automatically add a state to a new client file on Screen 1, Client Information, once the address section has been completed or after a state has been selected in the Resident State as of 12/31.

1. Go to Screen 1, Client Information.
2. Locate the Returns section on the top-left menu panel.
3. Select the Add button.
4. Begin typing the state name or select the state from the list.
5. Select OK.
6. Repeat steps for each state you need to add to the return.

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To delete a state return:

1. Go to Screen 1, Client Information.
2. Locate the Returns section on the top-left menu panel.
3. Select the State you want to delete.
4. Select Delete.
5. Select Yes to remove the state.

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Why am I unable to delete a state from Lacerte client?

Sometimes in Screen 1, Client Information attempting to delete a state does not work. When clicking Delete, nothing happens. Normally a prompt will pop up asking if you are sure you want to delete the state. Follow the steps below to fix this issue:

1. Go back to the Clients tab.
2. Highlight the client in question.
3. Right-click on it now and choose Remove REP Lock.
   • If another option is to Unlock Client, choose that as well.
4. Open the client and attempt to delete the state again.

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