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Using the Proforma Wizard to transfer client files to the current year

by Intuit•16• Updated 1 month ago

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It is advisable to postpone the proforma transfer of your clients until closer to the season. While the proforma feature is currently available, it is not fully finalized and may necessitate re-proforma actions that could overwrite any details you have entered in the current year's program.

Before you start:

  • When you transfer or proforma your clients, you start in the prior year program. An update will typically become available around October which enables the Proforma Wizard.
    1. Open the previous year version of Lacerte. For example, if you are transferring to 2024, open 2023.
    2. From the Tools menu, choose Lacerte Updates.
  • Statements and worksheets entered on Screen 47 of the Individual module will proforma.
  • For instructions on transferring your program settings to the current year of Lacerte see here.
  • Lacerte will already be updated to the latest version in the Rightworks environment.

Transferring all your client data to the current tax year using the Proforma Wizard

  1. Open Lacerte 2023.
  2. From the Tools menu choose Transfer Clients (Proforma to 2024).
  3. When the Proforma Wizard starts, select Next.
  4. Choose Transfer all my clients for all my modules at once and click Next.
  5. Lacerte will show you a Module Initialize screen while it preparers the data.
  6. Select Typical (Recommended) if you use the Lacerte default locations and click Next.
  7. Review your setting and click Transfer Now.
  8. If a Diagnostics Results window appears it means the client may have a critical diagnostic, such as the taxpayer is deceased. We recommend printing this for later review.
  9. Click Finish.
  10. Open Lacerte 2024 and the transfer will be automatically completed. If Lacerte was already opened, from the Client menu, choose Refresh.

Once completed, go to Client ⮕ Tax Types and ensure all expected tax types are selectable and showing up. If not, then please see here for how to solve for the missing tax types.

If you don't need to transfer all of your clients follow the below steps for a partial transfer.

  1. Open the previous year of Lacerte.
  2. From the Client menu, choose the Tax Type of the clients you need to transfer.
  3. From the Tools menu, choose Transfer Clients (Proforma to 2024).
  4. When the Proforma Wizard starts, select Next.
  5. Choose Select specific clients from the Module Tax Program,  and click Next.
  6. Lacerte will show you a Module Initialize screen while it preparers the data.
  7. Select Typical (Recommended) if you use the Lacerte default locations and select Next.
  8. In the Available Clients list, select the client you want to transfer and choose Add to add them to the Clients to Transfer list.
  9. Once your list is complete select Next.
  10. Review your setting and select Transfer Now.
  11. If a Diagnostics Results window appears it means the client may have a critical diagnostic, such as the taxpayer is deceased. We recommend printing this for later review.
  12. Select Finish.
  13. Open Lacerte 2024 and the transfer will be automatically completed. If Lacerte was already opened, from the Client menu, choose Refresh.

Related topics:

Lacerte Tax

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