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990 Schedule I - Import of Recipient Org Details

Level 1

I need to enter details for over 100 organizations that received grants from my client.  Is there any way to import the name, EIN, address, and amount info?  I have everything in an excel file formatted with separate fields that would apply to the boxes in Lacerte.  Any suggestions before I start to manually enter these?

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1 Comment 1
Level 15

You are asking about the Lacerte Bridge. Yes, it exists. You might have an IT person that can get it all up and running for you. Otherwise, you might as well make those entries manually, if there is a time constraint.

Here are the resources:




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