TaxPro2999
Level 1

We used ProSeries for tax year 2019 and will now use Lacerte for the 2020 tax year.  We would like to send tax organizers to clients now, however our client data is not in the 2019 Lacerte software.

The problem is that we would need the ProSeries 2020 software (which we have not purchased)  to get organizers generated.  Lacerte uses the prior year software for current year organizers, but our client data is not in the 2019 software.

Are there any suggestions that will help us get this done?

Many thanks.

0 Cheers