When my tax client imported from Lacerte, some things didn't pull in correctly:

• the rental expenses did not all come over into the 2021 data and baseline strategy. It was missing insurance expense and interest expense.
• AGI, Taxable Income and tax liability were all off slightly from Lacerte 2021 data
• State "balance due/refund" showed blank on import when the client had a 2021 overpayment in Lacerte
• Import pulled in loss item on s-corporation that was actually subject to passive loss limits in 2021 Lacerte. Tax Advisor Import shows the loss anyway and when I change it to "0" for 2022, it appears to impact the change in tax liability for baseline strategy.