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

how do I import a new client's Lacerte file?

Level 2

How can I import a new client's Lacerte file that has been emailed to me?

0 Cheers

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

2 Comments 2
Level 15

Have the Lacerte program open for the year that matches the file being sent. Double click on the attachment in the e-mail to open in Lacerte. 

A 2019 Lacerte attachment for 1040 with have .tc9 as the extension, 2018 will be .tc8

Here's wishing you many Happy Returns
Level 15

Actualy George, I *think* just clicking on the file that was emailed opens up the program.  But then you do have to log-in...

I haven't done one in a while. 

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"