How do I import a Lacerte client file received from another preparer?

Forum|Forum|6 years ago
December 7, 2019
3 replies
8 views

I've selected import client file from the client drop down but when I browse out to where i've stored the Lacerte file provided, it doesn't acknowledge any file is there. There are several folders in this file I received but nothing is a TC7 file. Did I not receive the proper file data?

Lacerte Tax

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Best answer by IntuitAustin

Send this article to the other tax preparer so he can send you the file properly
https://accountants-community.intuit.com/articles/1606787-e-mailing-a-lacerte-client-file-to-another-tax-preparer

IntuitAustinAnswer

Level 10

Send this article to the other tax preparer so he can send you the file properly
https://accountants-community.intuit.com/articles/1606787-e-mailing-a-lacerte-client-file-to-another-tax-preparer

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Accept as solution"

George4Tacks

Level 15

Just double click on the file *.tc7 and you will be asked Open with and the default will be Lacerte Tax for Windows Click OK. If Lacerte is not open with will open and, open or not, you will possibly be asked for a password OR if you want to add a password at this time. The client will be put into the Lacerte client listing.

Answers are easy. Questions are hard!

George4Tacks

Level 15

Just double click on the file *.tc7 and you will be asked Open with and the default will be Lacerte Tax for Windows Click OK. If Lacerte is not open with will open and, open or not, you will possibly be asked for a password OR if you want to add a password at this time. The client will be put into the Lacerte client listing.

Answers are easy. Questions are hard!

T

TaxMom12Author

Level 4

Thank you for the reply George4Tacks. Unfortunately, the file I received has no tc7 file types. There are folders and DBF and MDX File types.

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