Howdy!

My firm moved from Ultratax to Lacerte in November. We were not aware of the organizer sending process, wherein we are required to send 2019 organizers from 2018 Lacerte. Since we transferred in November, we uploaded directly from Ultratax in 2018 to Lacerte in 2019. We have our entire client base in 19, and now nothing in 2018 Lacerte. Is there a way to transfer the data from 19 to 18 in order to send those organizers? We no longer have access to our Ultratax database.

Thank you all in advance for your help.

Brandon