We understand the importance of a smooth transition, starting with the hassle-free conversion of your existing client files into your new Intuit Lacerte Tax software. Please note: The data conversion process moves selected items from your current software into Lacerte. The process is not intended to convert all your tax data, nor will it allow you to generate a return to compare with last year’s return.
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Lacerte data conversion
- All personal information (taxpayer, spouse, dependents, etc.)
- Names for all interest, business, estates, partners, etc.
- All important carryover amounts that can be obtained (varies based on previous software used)
- State data including state information like depreciation differences and tax refunds
- Amounts that are not relevant to next-year tax preparation
- Some unobtainable calculated carryover amounts
- 706, 709, 990, or 5500 items
Please allow one business day for most converted files. We will begin offering tax year 2021 client data conversions with the first release of the Lacerte Tax for tax year 2021 software in November 2022.
Can my data be converted?
Our data conversion process supports the following software and modules:
Ready to submit your data?
Back up your client data. Be sure to remove all passwords from your client files. Next, follow the backup instructions closely for your vendor below to prevent any delays.
Lacerte Tax Data Conversion Wizard
The Tax Data Conversion Wizard is accessible from within the Intuit Lacerte Tax program. Under the Import menu, select Client Data Conversion > Submit Client Data For Conversion to start our safe and secure data conversion wizard.
- Enter your User ID and Password and click Sign In
- After signing in, follow the screen prompts to upload your data
- Please allow one business day for most converted files
Data Conversion Confirmation
After you receive your confirmation email that your conversion is ready, open your Lacerte Tax program and go to the Import menu. Select Client Data Conversion > Download Converted Client Data and sign in with your Intuit My Account login. Follow the screen prompts in the Lacerte Tax Data Conversion Wizard to download your converted client data files. Congratulations! Your transferred clients will now automatically appear in the current-year Lacerte Tax program.
- Please call (800) 933-9999 for details. Terms, conditions, pricing, features, service and support are subject to change without notice.