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Printing Tax Returns from Lacerte

Written by Liscio Support
Updated over a week ago

Lacerte Tax Return Setup and Printing Instructions

  1. Select the client you wish to print.

    1. You can select multiple clients by holding Shift as you select clients

  2. Select Print > Tax Return...

  3. Select Client Copy.

  4. Make sure that only File (PDF) is selected.

  5. Select OK.

  6. If printing in bulk, changing the filename of the first printed return will allow you to change the name of each subsequent return individually.

    1. If no change is made, all returns will print with the default name.

  7. Select Save.

See the Lacerte help center for additional instructions.

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