Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- Export Data for Selected Clients
Export Data for Selected Clients
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
orrockcpa1
Level 1
12-10-2021
12:42 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Selling part of my practice. I want to give the buyer only certain tax clients (Individual, S Corp, Partnership, Corp) from Lacerte 2020. What is the best method of doing this?
Labels
1 Comment 1
abctax55
Level 15
12-10-2021
12:54 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
1) Get permission from your clients to 'share' their confidential information. And it is their choice as to whether they want to be "sold" to someone.
2) You can either back up each client's data to a flash drive; then give that to the new preparer. Or, you can send the entire file via email. (Client > Send via email ... follow the instructions.
"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
( Generic Comment )"
