Reviewing Returns
General Information
Viewing a processed return is only a click away in the Lacerte program. You can view on-screen any combination of forms, summaries, diagnostics, or supporting documents at the Forms tab. Some of the features available at the Forms tab include: Audit Checks, Sticky Notes, Jump to Input, and Zoom In/Out.
This section is designed to familiarize you with the on-screen review process and the features available at the Forms tab.