Welcome back! Ask questions, get answers, and join our large community of tax professionals.
  • Products
  • Workflow Tools
  • Learn & Support
  • Sign In
  • Products
  • Workflow Tools
  • Contact Us
  • Sign In
  • Learn & Support
    • Created with Sketch. See what's trending for the upcoming tax season. View ProConnect Hot Topics.
    Created with Sketch. See what's trending for the upcoming tax season. View ProConnect Hot Topics.
    cancel
    Turn on suggestions
    Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
    Showing results for 
    Search instead for 
    Did you mean: 

    Can I transfer my efin from Lacerte to Proconnect tax online?

    wtccpa
    Level 1
    ‎12-06-2019 04:28 PM

    How do I make the transfer?

    0 Cheers

    This discussion has been locked. No new contributions can be made. You may start a new discussion here

    1 Best Answer

    Accepted Solutions
    George4Tacks
    Level 15
    ‎12-06-2019 04:28 PM

    Log onto https://ito.intuit.com/login/#/signin and look at the gear in the upper right > Your Firm > Firm Information and see if it has migrated. 


    Answers are easy. Questions are hard!

    View solution in original post

    0 Cheers
    3 Comments 3
    AshleyatIntuit
    Employee
    Employee
    ‎12-06-2019 04:28 PM
    Your EFIN Verification documentation sent to Intuit is approved for your corresponding Customer Account Number to allow for efile.  Are both products placed under the same Customer Account number?
    0 Cheers
    spreedcpa
    Level 1
    ‎12-06-2019 04:28 PM
    yes
    0 Cheers
    George4Tacks
    Level 15
    ‎12-06-2019 04:28 PM

    Log onto https://ito.intuit.com/login/#/signin and look at the gear in the upper right > Your Firm > Firm Information and see if it has migrated. 


    Answers are easy. Questions are hard!
    0 Cheers




    Intuit Lacerte Tax
    Intuit ProConnect Tax
    Intuit ProSeries Tax
    Additional Accounting Solutions
    Tax Pro Center
    Tax Practice Resources
    Call sales: 844-877-9422
    Sitemap

    ©1997-2024 Intuit, Inc. All rights reserved.

    Intuit, QuickBooks, QB, TurboTax, and Mint are registered trademarks of Intuit, Inc. Terms and conditions, features, support, pricing and service options subject to change without notice.

    By accessing and using this page you agree to the Terms and Conditions.

    About Cookies | Manage Cookies
    Legal Privacy Security