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  • Created with Sketch. It is being reported that major internet and cell service providers Verizon, ATt&T, T-Mobile, as well as some smaller local providers are experiencing a massive outage across the United States. This will impact the Lacerte program in regards to customer receiving MFA codes, as well as messages indicating Lacerte is not connected to the Internet.
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    We recently installed 2018 Lacerte but our preparer information did not transfer. How do we transfer preparer information from 2017 to 2018?

    jstapp
    Level 1

    Need help transferring preparer information to 2018 Lacerte.

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    abctax55
    Level 15

    If you mean the preparer file, that needs to be downloaded/installed for each year.  It doesn't *transfer* from year to year.

    If you mean the 'preparer' assigned to each client in Screen 1; I don't know as I am the only 'preparer' in my small office AND I've only transferred a handful of clients so far.

    "Tax software is no substitute for a professional tax preparer"

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    2 Comments 2
    abctax55
    Level 15

    If you mean the preparer file, that needs to be downloaded/installed for each year.  It doesn't *transfer* from year to year.

    If you mean the 'preparer' assigned to each client in Screen 1; I don't know as I am the only 'preparer' in my small office AND I've only transferred a handful of clients so far.

    "Tax software is no substitute for a professional tax preparer"
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    George4Tacks
    Level 15

    In 2018 - Settings > Transfer prior year settings.... > Probably best to just Select All and that will bring 2017 forward. Be sure to check the folder shown at the bottom. 


    Here's wishing you many Happy Returns
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