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Right after i exported data from Sureprep to Lacerte, i noticed all the pro forma data in Lacerte such as partnerships' names and EINs, dependents' names and EINs were deleted.
Have anyone had this issues? How to fix this?
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Ask Sureprep?
Contact Support https://proconnect.intuit.com/support/en-us/help-article/taxation/contact-lacerte-help/L4c6BR3CZ_US_...
Answers are easy. Questions are hard!
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i contacted both support for Sureprep and Lacerte. Neither provided any solution. I am hopeless.
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Run proforma again.
Do a backup of the file.
Import again.
If it repeats, I would repeat the first 2 steps and then use my keyboard to do all the input.
Answers are easy. Questions are hard!
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Thank you for your advice. Hopefully the reimport would work. The client has a ton of k-1s, using keyboard would be brutal😞😢
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"i contacted both support for Sureprep and Lacerte. Neither provided any solution."
Let me guess. Lacerte said it was a SurePrep issue. SurePrep said it was a Lacerte issue.
The more I know the more I don’t know.
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Is there a reason you did not use the Lacerte Product? https://proconnect.intuit.com/lacerte/integrations/tax-import/
Answers are easy. Questions are hard!
