richard5
Level 1

Periodically, I have new clients that were previously with a tax preparer that was also using Lacerte.

In order to avoid reprocessing the prior year information, I would get a copy of the Lacerte File from the prior accountant and use this copy to proforma for the new year.  However, recently I have been charged a processing fee for downloading this prior year return.  How do I avoid this charge which had already been paid by the prior accountant?

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