Alt + C
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Clients, Detail, Forms and Diagnostics screens
Access Clients tab
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Alt + D
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Clients, Detail, Forms and Diagnostics screens
Access Detail tab
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Alt + F
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Clients, Detail, Forms and Diagnostics screens
Access Forms tab
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Alt + I
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Clients, Detail, Forms and Diagnostics screens
Access Diagnostics tab
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Alt + ← →
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Clients, Detail, Forms and Diagnostics screens
Move between tabs
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Ctrl + H
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Clients, Detail, Forms and Diagnostics screens
Open Calendar
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Ctrl + L
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Clients, Detail, Forms and Diagnostics screens
Open Lacerte E-mail
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Ctrl + O
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Clients, Detail, Forms and Diagnostics screens
Open User Options
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Ctrl + P
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Letter Editor
Print the current document
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Ctrl + U
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Letter Editor
Underline selected text
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Ctrl + F5
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Clients, Detail, Forms and Diagnostics screens
Open Appointment Manager
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F1
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Clients, Detail, Forms and Diagnostics screens
Open Help Window
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F2
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Clients, Detail, Forms and Diagnostics screens
Open Help Center
|
F4
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Clients, Detail, Forms and Diagnostics screens
Open Client Status Window
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F5
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Clients, Detail, Forms and Diagnostics screens
Open REP dialog
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F10
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Clients, Detail, Forms and Diagnostics screens
Open Technical Support Window
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Ctrl + Alt + I
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Clients, Detail, Forms and Diagnostics screens
Switch to Individual Module
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Ctrl + Alt + P
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Clients, Detail, Forms and Diagnostics screens
Switch to Partnership Module
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Ctrl + Alt + C
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Clients, Detail, Forms and Diagnostics screens
Switch to Corporate Module
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Ctrl + Alt + S
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Clients, Detail, Forms and Diagnostics screens
Switch to S Corporate Module
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Ctrl + Alt + F
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Clients, Detail, Forms and Diagnostics screens
Switch to Fiduciary Module
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Ctrl + Alt + E
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Clients, Detail, Forms and Diagnostics screens
Switch to Exempt Org. Module
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Ctrl + Alt + T
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Clients, Detail, Forms and Diagnostics screens
Switch to Estate Module
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Ctrl + Alt + G
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Clients, Detail, Forms and Diagnostics screens
Switch to Gift Module
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Ctrl + Alt + B
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Clients, Detail, Forms and Diagnostics screens
Switch to Benefit Plan Module
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Del
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Letter Editor
Delete the selected text or one character to the right cursor
|
Esc
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Batch input
Move from the detail window to the Screen list.
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Esc then Esc
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Batch input
Save and exit the Detail screen
|
+
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Batch input
Open the Calculator if the cursor is in an amount field.
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Page Up / Down
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Batch input
Move a page at a time
|
Ctrl + ⭾ Tab
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Batch input
Move among the lists and the Detail screen
|
↑
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Interactive Detail Input
Move among input fields or selections
|
⭾ Tab
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Batch input
Move among input fields or selections
|
↓
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Interactive Detail Input
Add a new property if the cursor is on the last property at a grid screen
|
Ctrl + A
|
Letter Editor
Select all text in a section
|
Ctrl + C
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Interactive Detail Input
Copy a property (Active in the list panel only)
|
Ctrl + D
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Batch input
Delete a full line of input
|
Ctrl + E
|
Interactive Detail Input
Open expanded detail for the current field
|
Ctrl + V
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Interactive Detail Input
Paste a property (Active in the list panel only)
|
Ctrl + X
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Interactive Detail Input
Cut a property (Active in the list panel only)
|
Ctrl + Z
|
Letter Editor
Undo the last change
|
Ctrl + ← →
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Batch input
Select the previous or next tab along the bottom of the screen
|
Ctrl + Page Up / Down
|
Interactive Detail Input
Move to the next input section on the screen
|
Ctrl + ↑ ↓
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Client List
Scroll through the Client list without moving the cursor from the highlighted client
|
↑ Shift + F6
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Batch input
Insert the last number displayed in the calculator into the current input field.
|
↑ ↓
|
Client List
Scroll one client at a time in the direction of the arrow
|
Ctrl + R
|
Batch input
Reset the page and cumulative hash totals to zero
|
Ctrl + Home
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Batch input
Move to the first item of the current screen
|
Ctrl + End
|
Batch input
Move to the last item of the current screen
|
Home
|
Letter Editor
Move to first character of the line
|
End
|
Letter Editor
Move to last character of the line
|
Alt
|
Client List
Activate the menu bar. You can press Alt + the highlighted letter in a menu or feature to access that menu or feature quickly
|
Space
|
Client List
Select or unselect the highlighted client
|
↑ Shift + ↑ ↓
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Letter Editor
Mark a column of text in direction of the arrow
|
← ↑ → ↓
|
Letter Editor
Move cursor a character or line in the direction of the arrow
|
Ctrl + ←
|
Letter Editor
Move to the previous word
|
Ctrl + →
|
Letter Editor
Move to the next word
|
↑ Shift + Insert
|
Letter Editor
Paste text that has been cut or copied
|
Page Up
|
Letter Editor
Move up one page or to the top of a subsection
|
Page Down
|
Letter Editor
Move down one page or to the bottom of a subsection
|
↑ Shift + ← →
|
Letter Editor
Mark text in the direction of the arrow
|
↑ Shift + Del
|
Letter Editor
Cut the selected text
|
⬅ Backspace
|
Letter Editor
Delete character to left of cursor
|
Insert
|
Letter Editor
Toggle insert/overstrike
|
Ctrl + B
|
Letter Editor
Make selected text bold
|
Ctrl + I
|
Letter Editor
Make selected text italics
|
Ctrl + F
|
Letter Editor
Find text
|
F3
|
Letter Editor
Find next instance of text
|
F7
|
Letter Editor
Check spelling
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