lshCPA
Level 2
02-23-2021
09:05 AM
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There is an option to transfer letters under settings, transfer prior year settings. I'm not sure if the option to copy the "client letters" includes the database reports. I would try that first but I don't want to test it by messing up my letters at this point.
I have copied the database reports forward manually. Go to your ?:\lacerte\19tax\options19\ folder and copy your TMLT*.* to ?:\lacerte\20tax\options20\ folder.
Rename the extension TMLTR*.*w0 on each TMLTR file