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Level 1
January 14, 2025
Question

How do I import client data from turbo tax into Lacerte?

  • January 14, 2025
  • 1 reply
  • 9 views
I have a few new clients who have self prepared in past years in turbo tax. I listened to a Lacerte webinar that mentioned there was a way to import data from turbo tax into Lacerte. I can't find any instructions on how to do it.
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