rrac00n
Level 1
07-02-2021
01:43 PM
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Another firm is requesting a "Lacerte backup of a partnership and individual tax returns", what are they asking for and how do I do it?
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sjrcpa
Level 15
07-02-2021
02:33 PM
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There are asking for the Lacerte files. They must use Lacerte, so if you give them they can just restore and go on their way.
Do you want to give them your files?
If so, Client, Backup
The more I know the more I don’t know.
abctax55
Level 15
07-02-2021
04:17 PM
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OR:
Client Tab on upper menu bar > Send via email.
A word of advice if you DO provide the file (backup method or email) make *sure* you haven't put any notes in the file that aren't meant for your eyes only. Many prepares refuse such requests.
HumanKind... Be Both
George4Tacks
Level 15
07-03-2021
12:01 PM
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Do you have the written permission of the clients to share their information?
Answers are easy. Questions are hard!
