lets
Where is the CAN located in Lacerte?
Settings-options-firm info
What can you press to get more information on an entry field?
F1
How do you know if jump to input is available on forms?
Right click on line you would like to check.
Where can you view the system file path in lacerte?
Help- troubleshoot
What folder holds the individual Data?
Idata
How do you access the Lacerte tool hub?
Help and lacerte tool hub(cx can then download)
In forms, How can i see all the forms available for a specific state?
click the state and check box show all
In what screen can i mark a return for efile?
Screen 1
Where can you guide a customer to change what items print in a tax return?
Settings- options- tax return
where is the prep file located?
OptionYY ( YY represents the tax year)
where is the pdf repair found in lacerte
F10 or help and troubleshoot and printer with the tool icon
How do you disable efile error?
Efile-Efile support tools- Disable efile error
How do you switch to Batch?
Details-switch to batch
where is the INI file located
In APPdata (press windows +R and enter %appdata% then click lacerte folder)
what information is stored on the prep file?
Efin
Firm name
CAN, Address
What tool is used to find information on a rejected return?
EFE
how do you pull up the efile activity?
F4
What button combination do you use to quickly find items in the input screen?
CTRL+F
what file holds the machine ID?
mach0.xwX. (Where X is the tax year. Ex. mach0.xw2 would be for 2022).
How do you check for updates in lacerte?
From the main client screen tools- lacerte updates
How do you show codes in lacerte?
Right click in the gray area in the top of lacerte and show codes
How do you add columns to the main client screen?
Settings-options-display
What information do you need to have a customer verify at the begining of a call?
Name, CAN, Email
which diagnostics will prevent efile?
Diagnostics with EFILE in front of them, Fatal diagnostics ALWAYS prevent Efile and Cannot be overrode
What does the URN folder contain?
Users that are in the program