
Adding or removing a state return from a client file in Lacerte
by Intuit•4• Updated 2 months ago
Before you start:
- Every year, the IRS releases tax forms on a rolling basis. Forms and schedules can sometimes be delayed and may not be final or ready to file. If you have installed a state but it is not available to add to a return, please visit the Tax form finder to verify if the form has been released
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 |
‣ To delete a state return |
↳ Why am I unable to delete a state from Lacerte client? |
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.
- Go to Screen 1, Client Information.
- Locate the Returns section on the top-left menu panel.
- Select the Add button.
- Begin typing the state name or select the state from the list.
- Select OK.
- Repeat steps for each state you need to add to the return.
To delete a state return:
- Go to Screen 1, Client Information.
- Locate the Returns section on the top-left menu panel.
- Select the State you want to delete.
- Select Delete.
- Select Yes to remove the state.
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:
- Go back to the Clients tab.
- Highlight the client in question.
- Right-click on it now and choose Remove REP Lock.
- If another option is to Unlock Client, choose that as well.
- Open the client and attempt to delete the state again.
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