Prior to installing the 2020 Lacerte Program in Right Networks, complete the following steps.
- Log in to your Right Networks Remote Desktop.
- Open Google Chrome within Right Networks and sign into your Intuit ProConnect My Account Dashboard.
- After successfully logging in you will be brought to your ‘My Account Dashboard’ page, from here you should select Previous Years which is located in the Lacerte section.
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- Next click on Prep Zip File.
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- You should see PREPFiles.zip now at the bottom left of your screen, click on the ‘Up Arrow’ on the right hand side and choose Open.
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- The window that populates should show several PREP files, click once on PREP.20, then on your keyboard press the CTRL and Letter C keys at the same time to copy this file.
- Now on the left hand side of this same window under This PC double-click on your I Drive, this drive will be named after your firm name.
- Note: If you do not see anything under This PC, click once on This PC to expand that area. You should now see the I drive underneath.
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- Once you’re in the I Drive locate and double-click on the Lacerte Folder.
- NOTE: If you have already Proforma’d your clients from 2019 to 2020 you can skip this step.
In the Lacerte Folder, on your keyboard press the CTRL, Shift, and Letter N keys all at the same time. This should create a new folder which we are going to name 20tax.
- After you’ve created 20tax, double-click on the 20tax folder.
- In the 20tax Folder press the CTRL and Letter V keys at the same time to paste our PREP.20 file into the 20tax Folder
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If you also use Document Management System (DMS) in the Right Networks environment complete the below steps to license DMS.
- After you have completed the above steps open DMS.
- From the Tools menu, choose Update License Information.
- On the Update DMS License File screen ensure the Look in: location is the (I:) followed by your Firm Name.
- Open the Lacerte folder then 20Tax then Option20.
- Click Open.
- DMS will display a message saying DMS has successfully updated your license file.
- Click OK.