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Sync your Lacerte clients to Intuit Tax Advisor

by Intuit•6• Updated a day ago

This article will help you learn:

How to sync a client and start planning
How to use a client's 2023 tax return
How do I update an existing plan?
How do I get to view all my plans onIntuit Tax Advisor?
How do I resolve Lacerteduplicate client copies

Video walkthrough

To sync a client and start planning:

Sign in to Lacerte 2024.
From the Tools menu, select Lacerte Updates. Install any available updates and reopen Lacerte, if applicable.
Go to the Individual (1040) module.
On the client grid, find the client you want to create a plan for.
Select Create plan from the Intuit Tax Advisor column in Lacerte which will begin syncing the client's data to the cloud:

If you are missing the Intuit Tax Advisor column:

Make sure you are in the Individual (1040) module in the current year of Lacerte.
Edit your client list to add the Intuit Tax Advisor column:
From the Settings menu, select Options.
Select the Display tab.
In the Available list on the left side of the window, select the Miscellaneous category to expand it.
Double-click on Intuit Tax Advisor to add the column to your display. Select OK.
If the Intuit Tax Advisor column is not available to add when editing the client list check for Lacerte updates.
Review the client information and 1040 data path that are shown.
After you sync your first client, this data path will be locked. All other individual clients your firm wants to create plans for will have to be saved to the same path.
Select Begin sync to begin syncing the client's data to the cloud.
Once your sync is complete, you may choose to either Open Intuit Tax Advisor or Back to client grid.

Intuit Tax Advisor may also be opened via the button at the top of Lacerte.

How do I update an existing plan or recreate a plan:

Select Create/Open plan from the Intuit Tax Advisor column in Lacerte:
Select Create a new plan or Open an existing plan:
If you select Create a new plan, follow the same process as Option 1 or Option 2 above.
If you select Open an existing plan, you'll be taken to the Plans screen in Intuit Tax Advisor where exiting plans reside with the filter set for that specific taxpayer:
Removing the filter will allow all plans to be shown.

How do I go to Intuit Tax advisor to view all my plans, or how do I get to Intuit Tax Advisor without having to create a plan for my client?

If you want to go to Intuit Tax Advisor, and not necessarily create or modify plans for client, then select on the Intuit Tax Advisor icon in the Tool Bar.

A tabe with a map on it's cover.

How do I resolve Lacerte client copies?

The program will check for Lacerte clients that were already synced that could be a duplicate. The originally synced client file will be starred as the Primary client. The Primary client is the source of truth for all client profile information in Intuit Tax Advisor (name, address, etc.). Additional return copies will still have their tax return data synced to the cloud as a choice for the client when creating a new plan.

If the potential copy is a different client, select Sync separately.
If the previously synced copy shouldn't be primary, select Make primary to indicate that copy should be the Primary client.
If the correct copy is starred as Primary client, select Confirm primary client.

I am in Lacerte 2023 and I do not see Intuit Tax Advisor columns or the “A” icon. How do I get to Intuit Tax Advisor?

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Start advising

Now that you've synced a client, you can dive in and create your first plan in minutes.

Ready to sync more clients?

Once you're ready to start planning for another client, follow the steps above to sync additional clients right from your Clients list in Lacerte.

Intuit Tax AdvisorLacerte Tax

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