Lacerte Print Settings

This article is used to guide users to the correct print settings for Lacerte returns.  It is useful to review these settings if your Lacerte returns are uploading as either 'Non-Supported' or 'ERROR' as the likely culprit is your print settings!  Below are the print settings for Personal 1040 returns as well as Business and Entity 1041, 1065, 1120, and 1120S returns.  Click the tab to review the print settings.

1040 1041, 1065, 1120, and 1120S
  1. Print Client Copy
    1. Select the Client Copy radio button.
    2. Select the File (PDF) radio button.
    3. Do NOT Mask Social Security #.
    4. Do NOT Password Protect PDF.

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