How can I make a copy of a client file in the Lacerte Tax program?

There are various reasons that could result in the need to make a copy of a return. The most common are Amending, Tax Planning, and Audits. Lacerte supports making multiple copies of the original return.

To Make a Copy of a Client in the Lacerte Tax Program:
  1. Click on the Clients tab (to view the list of your clients).
  2. Highlight the client that needs to be copied.
  3. Click on  Client.
  4. Select Copy or hold down Ctrl+C.
  5. Enter the Client number for copy in the Copy Client window.
  6. Click OK.
You may need to get REP Access again, however, you will not be charged due to the same  Client Name and SSN/EIN.

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.