George4Tacks
Level 15
01-05-2020
12:42 AM
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I would do the 2018 conversion, but as stated earlier, the conversion is not perfect.
You should have followed these steps:
(A) Convert prior software to Lacerte 2018
(B) Spend time to review the Lacerte data for 2018 to (a) get familiar with the program and (b) review state return(s) and (c) check depreciation. At least for the most complicated returns.
(C) After a quick review, go to Screen 3 and look for a check mark, right above the header for Organizer Miscellaneous - remove that check mark
(D) Proforma from the 2018 program to 2019, at least the reviewed clients.
(E) Edit settings and produce the Organizer from the 2018 program.
Answers are easy. Questions are hard!