How to generate a Dependent Return in Lacerte

Beginning in 2025, a new feature is available in Lacerte enabling users to generate a separate dependent tax return directly from the parent return.

To create the dependent return:

1. From within the Parent's return, go to Screen 2, Dependents, and verify the details are accurate.
2. Go to the Tools dropdown and select Generate Dependent Return.
3. In the Generate Dependent Return pop-up window, select the applicable dependent.
4. Keep a note of the automatically generated Dependent's Client Number, make changes if needed.
5. Select OK.
6. After completing these steps, a new client file for the dependent selected will display in the main Clients list.

Note: The dependent will continue to remain in the parent return after the new dependent’s return is created. You can edit the parent return if you need to make any changes to the dependents.