Answered: Backup

rrac00n · ‎07-02-2021

Another firm is requesting a "Lacerte backup of a partnership and individual tax returns", what are they asking for and how do I do it?

abctax55 · ‎07-02-2021

OR:

Client Tab on upper menu bar > Send via email.

A word of advice if you DO provide the file (backup method or email) make *sure* you haven't put any notes in the file that aren't meant for your eyes only. Many prepares refuse such requests.

HumanKind... Be Both

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sjrcpa · ‎07-02-2021

There are asking for the Lacerte files. They must use Lacerte, so if you give them they can just restore and go on their way.

Do you want to give them your files?

If so, Client, Backup

The more I know, the more I don't know.

abctax55 · ‎07-02-2021

OR:

Client Tab on upper menu bar > Send via email.

A word of advice if you DO provide the file (backup method or email) make *sure* you haven't put any notes in the file that aren't meant for your eyes only. Many prepares refuse such requests.

HumanKind... Be Both

George4Tacks · ‎07-03-2021

Do you have the written permission of the clients to share their information?

Answers are easy. Questions are hard!

Backup

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