Create or modify entries in the table editor in Lacerte

Tables are used to quickly enter information into the clients tax return while in the Detail tab.  You can use the Table Editor to create tables for different areas of the program from one place.

To create a Table entry in the Table Editor screen:

1. Select the Settings menu
2. Select Table Editor
3. In the Contents box, browse the tree to find the input field where you want to add information.
   • The tree is organized by input screen.
   • If you can't find the input screen, select the Show All box at the top of the window.
4. Type an entry in the field provided.
5. Use Add to add a new entry.
6. Use Delete to remove the selected entry from the table.
7. Highlight an existing Table entry to edit a misspelling, text case (upper or lower) or typo.

NOTE: Modifications or deletions of a Table entry will not change or remove the data for client returns that contains input from the modified or deleted Table entry.

To create a table entry in the Detail tab:

The  Auto add to list box must be checked in the Table Editor screen in order for the input that is entered in the Detail tab to be added to the Table file.  Refer to steps 1 and 2 above to verify this setting.

1. Access the Detail tab for a client and select a description field, such as Employer Name.
2. Type the description and press Enter.  A drop-down arrow will appear in the input field, indicating a table is available for that entry.
3. This Table entry will now be available for other clients in that program module.

NOTE: If other related input fields apply to the Table entry, such as EIN, Address, City, State, Zip Code, enter that information in the input fields.  The Table will update with this information after you press  Enter on the related input fields.