Learn Lacerte Shortcuts for Windows
Clients, Detail, Forms, and Diagnostics Screens Shortcuts Action Lacerte Shortcuts Access Clients tab Alt + C Access Detail tab Alt + D Access Forms tab Alt + F Access Diagnostics tab Alt + I Move between tabs Alt + Left & Right Arrow key Open Calendar Ctrl + H Open Lacerte E-mail Ctrl + L Open User Options Ctrl + O Open Print Tax Return dialog Ctrl + P E-file Wizard Ctrl + U Open Appointment Manager Ctrl + F5 Open Help Window F1 Open Help Center F2 Open Client Status Window F4 Open REP dialog F5 Open Technical Support Window F10 Switch to the Individual Module Ctrl + Alt + I Switch to Partnership Module Ctrl + Alt + P Switch to the Corporate Module Ctrl + Alt + C Switch to S Corporate Module Ctrl + Alt + S Switch to Fiduciary Module Ctrl + Alt + F Switch to Exempt Org. Module Ctrl + Alt + E Switch to Estate Module Ctrl + Alt + T Switch to the Gift Module Ctrl + Alt + G Switch to Benefit Plan Module Ctrl + Alt + B
Letter Editor Shortcuts Action Lacerte Shortcuts Move the cursor to a character or line in the direction of the arrow Arrow keys Move to the previous word Ctrl + Left Arrow key Move to the next word Ctrl + Right Arrow key Paste the text that has been cut or copied Shift + Insert Move to the first character of the line Home Move to the last character of the line End Move up one page or to the top of a subsection Page Up key Move down one page or to the bottom of a subsection Page Down key Mark text in the direction of the arrow Shift + Left & Right Arrow key Mark a column of text in direction of the arrow Shift + Up & Down Arrow key Cut the selected text Shift + Delete Delete the character to the left of the cursor Backspace Delete the selected text or one character to the right cursor Delete Print the current document Ctrl + P Toggle insert/overstrike Insert Undo the last change Ctrl + Z Make selected text bold Ctrl + B Make selected text italics Ctrl + I Underline selected text Ctrl + U Find text Ctrl + F Find the next instance of text F3 Select all text in a section Ctrl + A Check spelling F7
Interactive detail input Shortcuts Action Lacerte Shortcut keys Delete the selected text Delete Move from the detail window to the Section list Esc Save and exit the Detail screen Esc then Esc Access the calculator if the cursor is in an amount field + Scroll the screen a page at a time Page Up/Down key Move among the lists and the Detail screen Ctrl + Tab Move among input fields or selections Up Arrow key Add a new property if the cursor is on the last property at a grid screen Down Arrow key Add a new screen/property Ctrl + A Copy a property Ctrl + C Delete a property or all entries on the screen Ctrl + D Open expanded detail for the current field Ctrl + E Paste a property Ctrl + V Cut a property Ctrl + X Undo the last action Ctrl + Z Select the previous or next tab along the bottom of the screen Ctrl + Left & Right Arrow key Move to the next input section on the screen Ctrl + Page Up/Down key Move to the same input field for a different property Ctrl + Up & Down Arrow key Insert the last number displayed in the calculator into the current input field Shift + F6
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