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Client data not uploaded

Bren1
Level 1

I just uploaded the Lacerte software on my new computer and no clients are showing.

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1 Comment 1
abctax55
Level 15

You have to proforma the clients from the prior year.  If you've done so, then check your data path.

I am assuming you used Lacerte for 2020 tax prep; if that is not the case, you have a lot of work to do.  You'll have to contact support to convert files from the software you used previously.

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