Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- Transfer clients
Transfer clients
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
Okie CPA Kathy
Level 1
yesterday
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I'm getting a pop-up screen in 2023 Lacerte when I try to transfer clients to 2024. The pop up says "...the feature will be available when the Proforma/Organizer update is released later in 2024. This doesn't seem right. I use Drake tax software also and our office has been sending out those organizers since the first week in January. "Later in 2024" doesn't make sense to me. Any advice would be appreciated.
1 Comment 1
abctax55
Level 15
yesterday
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
You need to update the 2023 Software; the Proforma function becomes available late in 2024.
Go to Tools > Lacerte Updates on the upper menu bar, or use the Tool Hub, or use WebSetUp.exe.
HumanKind... Be Both
