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How do I setup The Lacerte 2020 Tax program?

Llamalady73

Level 1

5 years ago

Feb 21, 2021 5:44 PM UTC

Question

How do I setup The Lacerte 2020 Tax program?

1 reply
6 views

My clients are ready to be transferred but I cannot remember the procedure.

Lacerte Tax

This topic has been closed for replies.

1 reply

itonewbie

Level 15

5 years ago

Feb 21, 2021 6:43 PM UTC

Here's the article you're looking for:

https://proconnect.intuit.com/community/federal-taxes/help/transferring-client-files-to-the-current-year-using-the-proforma/00/4773

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