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Level 2
September 26, 2026
Question

How to transfer client file data from 2024 Intuit Lacerte from old computer to new computer

All my client data files are on my old computer. I have a new computer. I downloaded the 2024 and 2025 tax years.  I can’t figure out how to get the client data into each tax year on the new computer so when I open each tax year on the new computer I will see all my clients. I want to get 2025 ready so when 2026 Lacerte is available I can download the 2026 tax software and transfer as usual from 2025 to 2026.

1 reply

Kathi_at_Intuit
Moderator
September 29, 2026

Hi ​@username129107 great to see you in the Community and thanks for posting about how to transfer client data from an old customer to a new one. Here's a support article that may assist with this: 

Transferring Lacerte data to another server or external source 

If further assistance is needed, contact Lacerte Support. 

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