jstapp
Level 1
12-06-2019
06:31 PM
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Need help transferring preparer information to 2018 Lacerte.
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abctax55
Level 15
12-06-2019
06:31 PM
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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
12-06-2019
06:31 PM
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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
