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Re: How do I transfer data from 2019 (new Lacerte user) to 2018 in order to send organizers?

The UT > Lacerte transfer process requires to proforma one year to the next from UT to Lacerte (ie, 2018 data was required for 2019 data upload, 2017 would be n...

BrandonB

1

Jan 03, 2020
How do I transfer data from 2019 (new Lacerte user) to 2018 in order to send organizers?

Howdy!My firm moved from Ultratax to Lacerte in November. We were not aware of the organizer sending process, wherein we are required to send 2019 organizers fr...

BrandonB

3

Jan 03, 2020

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