Switch to Gift Module

`Ctrl` + `Alt` + `G`

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`