Lacerte
Batch input
Insert the last number displayed in the calculator into the current input field.
↑ Shift + F6
All hotkeys for Lacerte
Clients, Detail, Forms and Diagnostics screensAccess Clients tab |
Alt + C |
Clients, Detail, Forms and Diagnostics screensAccess Detail tab |
Alt + D |
Clients, Detail, Forms and Diagnostics screensAccess Forms tab |
Alt + F |
Clients, Detail, Forms and Diagnostics screensAccess Diagnostics tab |
Alt + I |
Clients, Detail, Forms and Diagnostics screensMove between tabs |
Alt + ← → |
Clients, Detail, Forms and Diagnostics screensOpen Calendar |
Ctrl + H |
Clients, Detail, Forms and Diagnostics screensOpen Lacerte E-mail |
Ctrl + L |
Clients, Detail, Forms and Diagnostics screensOpen User Options |
Ctrl + O |
Letter EditorPrint the current document |
Ctrl + P |
Letter EditorUnderline selected text |
Ctrl + U |
Clients, Detail, Forms and Diagnostics screensOpen Appointment Manager |
Ctrl + F5 |
Clients, Detail, Forms and Diagnostics screensOpen Help Window |
F1 |
Clients, Detail, Forms and Diagnostics screensOpen Help Center |
F2 |
Clients, Detail, Forms and Diagnostics screensOpen Client Status Window |
F4 |
Clients, Detail, Forms and Diagnostics screensOpen REP dialog |
F5 |
Clients, Detail, Forms and Diagnostics screensOpen Technical Support Window |
F10 |
Clients, Detail, Forms and Diagnostics screensSwitch to Individual Module |
Ctrl + Alt + I |
Clients, Detail, Forms and Diagnostics screensSwitch to Partnership Module |
Ctrl + Alt + P |
Clients, Detail, Forms and Diagnostics screensSwitch to Corporate Module |
Ctrl + Alt + C |
Clients, Detail, Forms and Diagnostics screensSwitch to S Corporate Module |
Ctrl + Alt + S |
Clients, Detail, Forms and Diagnostics screensSwitch to Fiduciary Module |
Ctrl + Alt + F |
Clients, Detail, Forms and Diagnostics screensSwitch to Exempt Org. Module |
Ctrl + Alt + E |
Clients, Detail, Forms and Diagnostics screensSwitch to Estate Module |
Ctrl + Alt + T |
Clients, Detail, Forms and Diagnostics screensSwitch to Gift Module |
Ctrl + Alt + G |
Clients, Detail, Forms and Diagnostics screensSwitch to Benefit Plan Module |
Ctrl + Alt + B |
Letter EditorDelete the selected text or one character to the right cursor |
Del |
Batch inputMove from the detail window to the Screen list. |
Esc |
Batch inputSave and exit the Detail screen |
Esc then Esc |
Batch inputOpen the Calculator if the cursor is in an amount field. |
+ |
Batch inputMove a page at a time |
Page Up / Down |
Batch inputMove among the lists and the Detail screen |
Ctrl + ⭾ Tab |
Interactive Detail InputMove among input fields or selections |
↑ |
Batch inputMove among input fields or selections |
⭾ Tab |
Interactive Detail InputAdd a new property if the cursor is on the last property at a grid screen |
↓ |
Letter EditorSelect all text in a section |
Ctrl + A |
Interactive Detail InputCopy a property (Active in the list panel only) |
Ctrl + C |
Batch inputDelete a full line of input |
Ctrl + D |
Interactive Detail InputOpen expanded detail for the current field |
Ctrl + E |
Interactive Detail InputPaste a property (Active in the list panel only) |
Ctrl + V |
Interactive Detail InputCut a property (Active in the list panel only) |
Ctrl + X |
Letter EditorUndo the last change |
Ctrl + Z |
Batch inputSelect the previous or next tab along the bottom of the screen |
Ctrl + ← → |
Interactive Detail InputMove to the next input section on the screen |
Ctrl + Page Up / Down |
Client ListScroll through the Client list without moving the cursor from the highlighted client |
Ctrl + ↑ ↓ |
Batch inputInsert the last number displayed in the calculator into the current input field. |
↑ Shift + F6 |
Client ListScroll one client at a time in the direction of the arrow |
↑ ↓ |
Batch inputReset the page and cumulative hash totals to zero |
Ctrl + R |
Batch inputMove to the first item of the current screen |
Ctrl + Home |
Batch inputMove to the last item of the current screen |
Ctrl + End |
Letter EditorMove to first character of the line |
Home |
Letter EditorMove to last character of the line |
End |
Client ListActivate the menu bar. You can press Alt + the highlighted letter in a menu or feature to access that menu or feature quickly |
Alt |
Client ListSelect or unselect the highlighted client |
Space |
Letter EditorMark a column of text in direction of the arrow |
↑ Shift + ↑ ↓ |
Letter EditorMove cursor a character or line in the direction of the arrow |
← ↑ → ↓ |
Letter EditorMove to the previous word |
Ctrl + ← |
Letter EditorMove to the next word |
Ctrl + → |
Letter EditorPaste text that has been cut or copied |
↑ Shift + Insert |
Letter EditorMove up one page or to the top of a subsection |
Page Up |
Letter EditorMove down one page or to the bottom of a subsection |
Page Down |
Letter EditorMark text in the direction of the arrow |
↑ Shift + ← → |
Letter EditorCut the selected text |
↑ Shift + Del |
Letter EditorDelete character to left of cursor |
⬅ Backspace |
Letter EditorToggle insert/overstrike |
Insert |
Letter EditorMake selected text bold |
Ctrl + B |
Letter EditorMake selected text italics |
Ctrl + I |
Letter EditorFind text |
Ctrl + F |
Letter EditorFind next instance of text |
F3 |
Letter EditorCheck spelling |
F7 |