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

What kind of data file do we need to convert a new client that was prepared with another tax software to lacerte?

mike2
Level 1
 
0 Cheers

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

1 Best Answer

Accepted Solutions
George4Tacks
Level 15

If you have the other software data file, do as Ashley commented above. Once you have done the conversion, compare to the copy you have and make sure the depreciation and state are all matching. Once you get the return to match what was filed, go to screen 3 and look for a check mark just above the Organizer Miscellaneous division. "Converted client ..." - Remove the check mark and it will then be ready for you to generate an organizer and proforma for next year..


If you only have a pdf or paper copy, then input into Lacerte and try to replicate the return. I just use summary, e.g. Gross Sch C  = net plus depreciation, Interest as a single number, etc. Often you will find errors done by the prior preparer and you might consider offering an amended return. 


Answers are easy. Questions are hard!

View solution in original post

0 Cheers
2 Comments 2
AshleyatIntuit
Employee
Employee
Every software provider generates a different file type.  Here is the conversion website that may help https://proconnect.intuit.com/lacerte/getting-started/data-conversion/
0 Cheers
George4Tacks
Level 15

If you have the other software data file, do as Ashley commented above. Once you have done the conversion, compare to the copy you have and make sure the depreciation and state are all matching. Once you get the return to match what was filed, go to screen 3 and look for a check mark just above the Organizer Miscellaneous division. "Converted client ..." - Remove the check mark and it will then be ready for you to generate an organizer and proforma for next year..


If you only have a pdf or paper copy, then input into Lacerte and try to replicate the return. I just use summary, e.g. Gross Sch C  = net plus depreciation, Interest as a single number, etc. Often you will find errors done by the prior preparer and you might consider offering an amended return. 


Answers are easy. Questions are hard!
0 Cheers