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Client data not uploaded
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Bren1
Level 1
01-01-2022
09:06 PM
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I just uploaded the Lacerte software on my new computer and no clients are showing.
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abctax55
Level 15
01-02-2022
10:55 AM
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You have to proforma the clients from the prior year. If you've done so, then check your data path.
I am assuming you used Lacerte for 2020 tax prep; if that is not the case, you have a lot of work to do. You'll have to contact support to convert files from the software you used previously.
"*******Tax software is no substitute for a professional tax preparer*******
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