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In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
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- E-mailing a Lacerte client file to another tax preparer
E-mailing a Lacerte client file to another tax preparer
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steven
Level 5
12-19-2023
09:36 AM
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The article of the same name, indicates that one can not (should not?) use the 64-bit version of Outlook.
Support thinks I should receive at least a warning with the 64 Bit version of Outlook (or other non-compliant tools)
Does not make a lit of sense to me why it cares about MAPI or bit level.
Has anyone used the 64-bit version and can report success or failure?
I have a large number of clients to transfer to another accountant. As there is not the ability to create the ITY as file by itself, my plan was to "Send as email", but save all the ITY file attachments to a thumb drive and deliver to our partner. Again, thoughts or concerns?
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3 Comments 3
abctax55
Level 15
12-19-2023
11:25 AM
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Use the built-in backup function in Lacerte; select the pertinent clients & back them up to that thumb drive you'll be 'delivering' to your partner.
"*******Tax software is no substitute for a professional tax preparer*******
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steven
Level 5
12-19-2023
11:37 AM
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Thanks, Thought of that, but unfortunately they need the ITY file so they can be run thru another vendors import process.
