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Transferring client files to the current year using the Proforma Wizard

Intuit Help
Intuit

Transferring client files to the current year using the Proforma Wizard

Before you start:

When you transfer or proforma your clients, you start in the prior year program. An update will typically become available around October which enables the Proforma Wizard.

  1. Open Lacerte 2019.
  2. From the Tools menu, choose Lacerte Updates.

Transferring all your client data to the current tax year using the Proforma Wizard

  1. Open Lacerte 2019.
  2. From the Tools menu choose Transfer Clients (Proforma to 2020).
  3. When the Performa Wizard starts, click Next.
  4. Choose Transfer all my clients for all my modules at once and click Next.
  5. Lacerte will show you a Module Initialize screen while it preparers the data.
  6. Select Typical (Recommended) if you use the Lacerte default locations and click Next.
  7. Review your setting and click Transfer Now.
  8. If a Diagnostics Results window appears it means the client may have a critical diagnostic, such as the taxpayer is deceased. We recommend printing this for later review.
  9. Click Finish.
  10. Open Lacerte 2020 and the transfer will be automatically completed. If Lacerte was already opened, from the Client menu, choose Refresh.

If you don't need to transfer all of your clients follow the below steps for a partial transfer.

  1. Open Lacerte 2019.
  2. From the Client menu, choose the Tax Type of the clients you need to transfer.
  3. From the Tools menu, choose Transfer Clients (Proforma to 2020).
  4. When the Performa Wizard starts, click Next.
  5. Choose Select specific clients from the Module Tax Program,  and click Next.
  6. Lacerte will show you a Module Initialize screen while it preparers the data.
  7. Select Typical (Recommended) if you use the Lacerte default locations and click Next.
  8. In the Available Clients list, click on the client you want to transfer and choose Add to add them to the Clients to Transfer list.
  9. Once your list is complete click Next.
  10. Review your setting and click Transfer Now.
  11. If a Diagnostics Results window appears it means the client may have a critical diagnostic, such as the taxpayer is deceased. We recommend printing this for later review.
  12. Click Finish.
  13. Open Lacerte 2020 and the transfer will be automatically completed. If Lacerte was already opened, from the Client menu, choose Refresh.

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