Pro forma data disappear after data export from Sureprep

[PythonicAccountant]

Right after i exported data from Sureprep to Lacerte, i noticed all the pro forma data in Lacerte such as partnerships' names and EINs, dependents' names and EINs were deleted.  

Have anyone had this issues?  How to fix this?

[George4Tacks]

Ask Sureprep?

Contact Support https://proconnect.intuit.com/support/en-us/help-article/taxation/contact-lacerte-help/L4c6BR3CZ_US_...

[PythonicAccountant]

i contacted both support for Sureprep and Lacerte.  Neither provided any solution.  I am hopeless.

[George4Tacks]

Run proforma again. 

Do a backup of the file.

Import again.

If it repeats, I would repeat the first 2 steps and then use my keyboard to do all the input. 

[PythonicAccountant]

Thank you for your advice.  Hopefully the reimport would work.  The client has a ton of k-1s, using keyboard would be brutal😞😢

[sjrcpa]

"i contacted both support for Sureprep and Lacerte.  Neither provided any solution."

Let me guess. Lacerte said it was a SurePrep issue. SurePrep said it was a Lacerte issue.

[George4Tacks]

Is there a reason you did not use the Lacerte Product? https://proconnect.intuit.com/lacerte/integrations/tax-import/