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Program options that transfer from the prior year of Lacerte
by Intuit•3• Updated 3 months ago
When a module is opened for the first time Lacerte will automatically transfer specific program options from the prior year.
The options that get transferred automatically are:
- User Options
- Items to Print Options
- Firm Information
- Status Information
- Primary Options (Network License Only)
- Primary Print Options (Network License Only)
- Tables
- Preparer Information
- Client Letters
- Slip Sheets
- Client Invoice - Custom changes made on Screen 5.1, Invoice & Letter for individual clients will not transfer
- Trustee Rights (Network License Only)
- Mailing Labels
- Custom Filters
- Data Conductor
If there is ever a need to copy your options from a different path or you need to transfer options and setting again, this can be accomplished by using the Transfer Prior Year Settings utility:
- This article references default installation paths and uses YY to reference the tax year in 20YY format. C: will always indicate the local drive and X: will always indicate the network drive.
- Open the current year tax program.
- From the Settings menu choose Transfer Prior Year Settings.
- Select each item to get more information about the setting.
- Use Select All at the bottom of the screen to select all items.
- Use Suppress All to uncheck all items.
- Select the folder containing your prior year options or select Browse to search for the path.
- This must end with OptionYY. Normally you shouldn't have to change this.
- If options already exist in the current year tax program you will be presented with the following message:
- Program Settings already exist in the Lacerte Tax program. Are you sure?
- Once transferred to the Current year Tax Program, the options and program settings being transferred will overwrite the current options.
- Select Yes to transfer the options or No to stop the process.
- Click OK to finish the transfer.