Adding Clients
PrerequisitesYou should be familiar with or have completed all the exercises in the Before You Prepare a Return section of this tutorial. ObjectiveIn this exercise, you will add a client to your database and enter Client Information . FactsThe client that you add in this exercise will be used for the purpose of demonstrating client addition, and can be deleted upon the completion of this exercise. |
LESSONS
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Use the following information when adding the sample client:
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Client number: |
TUTOR1 |
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Client Information |
Data entry |
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Resident State as of 12/31/2005 |
CA |
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Filing Status |
MFJ |
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Taxpayer First Name |
Sample |
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Taxpayer Last Name |
Client |
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Spouse First Name |
Spouse |
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Street |
1234 Anystreet Drive |
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City |
Anytown |
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State, Zip |
CA 90136 |
Program Considerations
Client numbers can can consist of any combination of up to eight numbers and letters. After you add a client and assign that client a number, Lacerte automatically opens Screen 1, Client Information.
The first time you open Screen 1, Client Information Lacerte adds the state to the State Inventory for your client based on the resident state entered or U.S. postal abbreviation entered in the address field and lists the state in the Returns list after it is added. When you process a state return for a state other than the state in which the taxpayer resides, you must add the appropriate state by clicking Add in the Returns list.
How?
To add a client and select the filing status:
- On the Client menu, click Add .
- Enter "TUTOR1" and click OK . The program opens Screen 1, Client Information .
- Click the Filing Status drop-down list and select Married filing joint.
- Enter the information from the Client Information table above.
- Click the Clients tab to save the input and exit the client.
Tips & Shortcuts
You can click the Add Client icon 
on the toolbar or press [Ctrl]+[A] at the Clients tab to add a client.
Review
You should now have client TUTOR1 listed at the Clients tab.
Troubleshooting
Problem: California was not automatically entered into the Returns list.
Solution: "CA" was not entered in the resident state or address field the first time you opened Screen 1, Client Information. Add California by clicking Add in the Returns list.