The actual Lacerte file?

1) Back it up to a thumb drive, or desktop then copy to a CD.

2) Highlight client, go up to "Client" tab (upper left) then down to *send via E-Mail*.  Once that file is created, draft email, attach & send.

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Personal experience, be SURE you've deleted anything in that file you wouldn't want the successor to see (like any snarky notes made