How can I import a new client's Lacerte file that has been emailed to me?
This discussion has been locked. No new contributions can be made. You may start a new discussion here
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
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.
You have clicked a link to a site outside of the Intuit Accountants Community. By clicking "Continue", you will leave the community and be taken to that site instead.