How to convert client file data in Lacerte

In Lacerte there are a few ways you can convert data within Lacerte and from other software.

For information on converting your tax returns from a competitor software see our Data Conversion information.

• Using the Lacerte Tax Data Conversion Wizard for Lacerte
• Data Conversion in Right Networks for Intuit Hosting if your using Intuit Hosting.

For information on converting from one entity type to another:

• How do I convert a return from 1120 to 1120S or 1120S to 1120?