When exporting a 2019 tax client to planner, the message says to continue using 2018 tax planner. How do you export a 2019 tax client to the 2018 tax planner?

Blake1040AAAAAAA · ‎07-03-2020

George4Tacks · ‎07-03-2020

Are you on the latest update for both? Run 2019 Lacerte Web Setup and update both.

Answers are easy. Questions are hard!