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How to check the status of a Lacerte data conversion

by Lacerte Tax 2022 Updated 5 months ago

Data Conversion is now online in the 2023 tax products.

After uploading your client data to us for conversion, we have the following tools to track your data conversion progress:

Confirmation email

You will receive a confirmation email when your data conversion is complete.

Check status online

To check the status online, follow these steps:

  1. From the Import menu, select Client Data Conversion.
  2. Select Download Converted Data.
  3. Enter your user ID and password and press enter. Next, you'll see the submission(s) you uploaded and their status.
    • Allow for 24 hours for processing before your conversion submission status is available online. Before then, selecting Download Converted Data will show a message that the converted data isn't available for download yet.
Lacerte Tax

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