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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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- ProSystem FX conversion to Lacerte for 2020 and 2019 returns
ProSystem FX conversion to Lacerte for 2020 and 2019 returns
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bpadilla
Level 1
01-05-2023
07:02 PM
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Hi Everyone!
Ive been tasked with converting 3 years of returns from ProSystemFX to Lacerte. The years are 2021, 2020, and 2019.
Ive been able to convert 2021 easy enough, but the conversion wizard doesnt look like its able to convert 2020 or 2019 returns. Are we really only able to convert 2022 and 2021 returns and anything older is no longer allowed?
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sjrcpa
Level 15
01-05-2023
09:01 PM
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I believe so.
Why do you want to convert the older years?
Can't you just pay ProSystem FX a basic fee to keep access to 2020 and 2019?
The more I know, the more I don't know.
