Welcome back! Ask questions, get answers, and join our large community of tax professionals.
Showing results for 
Search instead for 
Did you mean: 

E-Organizer - Imports into same year as generated from, not next Tax Year

Level 5

I am performing some initial testing of the E-Organizer. 

I created and mailed the organizer in Lacerte 2019.  I entered some data and attempted to return the organizer by email (failed for unknown reasons).  Took the [filename].od9 file to a machine with both Lacerte 2019 and 2020 installed.  I expected the file to open and import into Lacerte 2020, but it opens 2019.  It did not import, but client was locked.  If I open 2020 I can only import a [filename].od0 file.

What am I missing?


0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here