S Corp K-1 Alloc. Summary

Email the client to Lacerte Email support for review of the client and issue.

Follow these steps to create a new Lacerte email message and to attach a client file:

1. From the Client tab, click Tools -> Communications -> Lacerte Email.

2. From the Lacerte E-Mail window, click New.

3. Complete the "From," "Subject," and message text areas.

4. Click Attach -> Attach Client.

5. Select the appropriate tax year, tax program, and data path directory.

6. Highlight the desired client at the bottom of this window and click OK. Press your Shift or Ctrl key to select more than one client file.

7. Click OK. This should return you to the New Message window, with the client number(s) appearing in the Attachment section.

8. Click Message --> Send Now. This will open the Communication Manager and transmit the message.