Lacerte

Batch input

Move among the lists and the Detail screen

Ctrl + ⭾ Tab

All hotkeys for Lacerte

Clients, Detail, Forms and Diagnostics screens
Access Clients tab

Alt + C

Clients, Detail, Forms and Diagnostics screens
Access Detail tab

Alt + D

Clients, Detail, Forms and Diagnostics screens
Access Forms tab

Alt + F

Clients, Detail, Forms and Diagnostics screens
Access Diagnostics tab

Alt + I

Clients, Detail, Forms and Diagnostics screens
Move between tabs

Alt + ←  →

Clients, Detail, Forms and Diagnostics screens
Open Calendar

Ctrl + H

Clients, Detail, Forms and Diagnostics screens
Open Lacerte E-mail

Ctrl + L

Clients, Detail, Forms and Diagnostics screens
Open User Options

Ctrl + O

Letter Editor
Print the current document

Ctrl + P

Letter Editor
Underline selected text

Ctrl + U

Clients, Detail, Forms and Diagnostics screens
Open Appointment Manager

Ctrl + F5

Clients, Detail, Forms and Diagnostics screens
Open Help Window

F1

Clients, Detail, Forms and Diagnostics screens
Open Help Center

F2

Clients, Detail, Forms and Diagnostics screens
Open Client Status Window

F4

Clients, Detail, Forms and Diagnostics screens
Open REP dialog

F5

Clients, Detail, Forms and Diagnostics screens
Open Technical Support Window

F10

Clients, Detail, Forms and Diagnostics screens
Switch to Individual Module

Ctrl + Alt + I

Clients, Detail, Forms and Diagnostics screens
Switch to Partnership Module

Ctrl + Alt + P

Clients, Detail, Forms and Diagnostics screens
Switch to Corporate Module

Ctrl + Alt + C

Clients, Detail, Forms and Diagnostics screens
Switch to S Corporate Module

Ctrl + Alt + S

Clients, Detail, Forms and Diagnostics screens
Switch to Fiduciary Module

Ctrl + Alt + F

Clients, Detail, Forms and Diagnostics screens
Switch to Exempt Org. Module

Ctrl + Alt + E

Clients, Detail, Forms and Diagnostics screens
Switch to Estate Module

Ctrl + Alt + T

Clients, Detail, Forms and Diagnostics screens
Switch to Gift Module

Ctrl + Alt + G

Clients, Detail, Forms and Diagnostics screens
Switch to Benefit Plan Module

Ctrl + Alt + B

Letter Editor
Delete the selected text or one character to the right cursor

Del

Batch input
Move from the detail window to the Screen list.

Esc

Batch input
Save and exit the Detail screen

Esc then Esc

Batch input
Open the Calculator if the cursor is in an amount field.

+

Batch input
Move a page at a time

Page Up / Down

Batch input
Move among the lists and the Detail screen

Ctrl + ⭾ Tab

Interactive Detail Input
Move among input fields or selections

Batch input
Move among input fields or selections

⭾ Tab

Interactive Detail Input
Add a new property if the cursor is on the last property at a grid screen

Letter Editor
Select all text in a section

Ctrl + A

Interactive Detail Input
Copy a property (Active in the list panel only)

Ctrl + C

Batch input
Delete a full line of input

Ctrl + D

Interactive Detail Input
Open expanded detail for the current field

Ctrl + E

Interactive Detail Input
Paste a property (Active in the list panel only)

Ctrl + V

Interactive Detail Input
Cut a property (Active in the list panel only)

Ctrl + X

Letter Editor
Undo the last change

Ctrl + Z

Batch input
Select the previous or next tab along the bottom of the screen

Ctrl + ←  →

Interactive Detail Input
Move to the next input section on the screen

Ctrl + Page Up / Down

Client List
Scroll through the Client list without moving the cursor from the highlighted client

Ctrl + ↑  ↓

Batch input
Insert the last number displayed in the calculator into the current input field.

↑   Shift + F6

Client List
Scroll one client at a time in the direction of the arrow

↑  ↓

Batch input
Reset the page and cumulative hash totals to zero

Ctrl + R

Batch input
Move to the first item of the current screen

Ctrl + Home

Batch input
Move to the last item of the current screen

Ctrl + End

Letter Editor
Move to first character of the line

Home

Letter Editor
Move to last character of the line

End

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

Alt

Client List
Select or unselect the highlighted client

Space

Letter Editor
Mark a column of text in direction of the arrow

↑   Shift + ↑  ↓

Letter Editor
Move cursor a character or line in the direction of the arrow

← ↑ → ↓

Letter Editor
Move to the previous word

Ctrl +

Letter Editor
Move to the next word

Ctrl +

Letter Editor
Paste text that has been cut or copied

↑   Shift + Insert

Letter Editor
Move up one page or to the top of a subsection

Page Up

Letter Editor
Move down one page or to the bottom of a subsection

Page Down

Letter Editor
Mark text in the direction of the arrow

↑   Shift + ←  →

Letter Editor
Cut the selected text

↑   Shift + Del

Letter Editor
Delete character to left of cursor

⬅ Backspace

Letter Editor
Toggle insert/overstrike

Insert

Letter Editor
Make selected text bold

Ctrl + B

Letter Editor
Make selected text italics

Ctrl + I

Letter Editor
Find text

Ctrl + F

Letter Editor
Find next instance of text

F3

Letter Editor
Check spelling

F7

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