BrandonB
Level 1

The UT > Lacerte transfer process requires to proforma one year to the next from UT to Lacerte (ie, 2018 data was required for 2019 data upload, 2017 would be needed for 2018, etc.), and were unaware of the organizer sending process in Lacerte. In UT, organizers were sent from same-year, proforma'd data. 

I guess I'll need to reach out to support. It's somewhat frustrating that we lost access to UT data after learning of this procedure difference, but that's on us unfortunately. Thank you for your reply.

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