How can I make a copy of a client file in the Lacerte Tax program?
To Make a Copy of a Client in the Lacerte Tax Program:
- Click on the Clients tab (to view the list of your clients).
- Highlight the client that needs to be copied.
- Click on Client.
- Select Copy or hold down Ctrl+C.
- Enter the Client number for copy in the Copy Client window.
- Click OK.
Note: If a client with the same client number already exists, Lacerte will prompt you to replace the existing client with the one being copied. Click Yes to replace the client, No to keep the original client and cancel copying the client, or Cancel to stop the process.