How to Make a Copy of a Client in Lacerte

Making a copy of a client return in Lacerte is simple and essential for amendments, tax planning, or audits. Follow these steps: 

Step 1: Open the Clients Tab 

Launch Lacerte and go to the Clients tab. 

Step 2: Select the Client 

Highlight the client you need to copy. 

Step 3: Copy the Client 

Click Client > Copy or press Ctrl + C. 

Step 4: Assign a New Client Number 

Enter a new client number in the Copy Client window and click OK. 

Helpful Tips: 

REP access may be required again, but no extra charges apply if the client details remain the same. Additionally, Lacerte prompts you if the client number already exists, giving you options to replace or cancel. 

Need assistance? Ace Cloud Hosting is here to help! Call us at +1-855-223-4887.