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 November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
    Created with Sketch. See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries 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: 

    ProSeries Professional to Lacerte

    jhbvtacpa
    Level 5
    ‎02-11-2021 10:03 AM

    Any guidance on how to convert a ProSeries Professional tax file to Lacerte?

    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
    itonewbie
    Level 15
    ‎02-11-2021 12:27 PM

    See this article for steps to follow: https://proconnect.intuit.com/community/help-articles/help/lacerte-tax-data-conversion-wizard/00/358...

    ---------------------------------------------------------------------------------
    Still an AllStar

    View solution in original post

    2 Comments 2
    itonewbie
    Level 15
    ‎02-11-2021 12:27 PM

    See this article for steps to follow: https://proconnect.intuit.com/community/help-articles/help/lacerte-tax-data-conversion-wizard/00/358...

    ---------------------------------------------------------------------------------
    Still an AllStar
    jhbvtacpa
    Level 5
    ‎02-11-2021 12:40 PM

    Thanks again for your help this year!! On the flip side, can a Lacerte file be converted to ProSeries Professional (asuuming PSP has the capability of handling the specifics of the returns)?

    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