Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Problem with Lacerte Trial Balance Import duplicating balances

Highlighted
Level 1

We are occasionally having problems with the duplication of balances when going back and forth between the trial balance and the tax preparation software.

Need to find the cause and how to clean-up the tax file.

 

Labels (1)
0 Cheers
3 Replies 3
Highlighted
Level 12

What does this mean: "when going back and forth"

Back and Forth, from what to what, how?

*******************************
"Level Up" is a gaming function, not a real life function.
0 Cheers
Highlighted
Level 1

Normally we can go from the tax return entry side to the trial balance side and back whth the numbers being imported/updated to the return without duplication.  However, sometimes the trial balance numbers are being brought into the return a second time, doubling up the amounts for each line item on the return.

We don't know what is causing the duplication.

 

0 Cheers
Highlighted
Level 1

I do not have a solution yet. 

Any help would be appreciated.

Thanks,

Gregg

 

 

 

0 Cheers