If you don't need to transfer all of your clients follow the below steps for a partial transfer.
- Open the previous year of Lacerte.
- From the Client menu, choose the Tax Type of the clients you need to transfer.
- From the Tools menu, choose Transfer Clients (Proforma to 2021).
- When the Proforma Wizard starts, select Next.
- Choose Select specific clients from the Module Tax Program, and click Next.
- Lacerte will show you a Module Initialize screen while it preparers the data.
- Select Typical (Recommended) if you use the Lacerte default locations and select Next.
- In the Available Clients list, select the client you want to transfer and choose Add to add them to the Clients to Transfer list.
- Once your list is complete select Next.
- Review your setting and select Transfer Now.
- 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.
- Select Finish.
- Open Lacerte 2021 and the transfer will be automatically completed. If Lacerte was already opened, from the Client menu, choose Refresh.