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Importing Lacerte files to Intuit Hosting during setup

by Intuit Updated 4 months ago

This article will help you with restoring client files and options into your tax software in Rightworks:

  1. Open the 2023 Lacerte Tax program in Rightworks.
  2. After signing in, answer the prompt to select your business.
  3. From the Tools menu, select Intuit Hosting for Lacerte Tax (Right Networks),then choose Import files into Hosting.
  4. Make sure that the Lacerte, Tax Planner, and DMS programs are closed.
  5. The File Selection screen will automatically detect all applications that were uploaded earlier. Make sure that this is accurate, and then select Start Import.
    • You can filter out the data paths that aren't required to be imported to the product by selecting the Filter data paths checkbox at the bottom of the wizard.
  6. After the Import completes, a Summary will be saved to your I:\ Drive. Click Close to finish.

See Lacerte Intuit Hosting onboarding and setup guide for more information on onboarding Lacerte for Intuit Hosting.

Lacerte TaxLacerte Tax PlannerThird-party partnersWorkflow Add-On Document Management System

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