WashCPA
Level 2

We converted from Ultra Tax to Lacerte this year.  The onboarding team had us bring our converted UT data for corps and partnerships directly into 2020 Lacerte.  They had us bring our individual data into Lacerte 2019 so we could print tax organizers.

We are now trying to proforma the individuals to 2020.  We get an error message when we run that step that give the client number of the client selected to convert and says "Invalid Format".

Any idea what is going on here? 

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