Preventing a Form from generating in Lacerte

While you can't directly delete a form in Lacerte, you can prevent it from generating by deleting the inputs that are causing it to generate.

To stop a form from generating:

1. Go to the desired client, then navigate to the Forms tab.
2. All forms will be listed on the panel on the left of the screen. The generating forms will be bolded.
3. Go to the form you want to remove and find the completed fields.
4. Right-click the field and select Jump to Input to go directly to the Form Detail section where the form is generating.
5. Remove information from all relevant fields.
6. Return to the Forms tab and make sure the form is no longer generating. If it is, look through the form again and ensure you've cleared all inputs.

Note: If you've removed all inputs for a form and it's still generating, it's generating from somewhere else (multiple entries, carryovers, etc). Review all inputs to find the source.