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How can I look at a 2001 Lacerte Return

cpaok
Level 2

Can 2001 be reloaded and then re-print a return from the idata dir ? Thanks for any guidance. We called Support at 8:00am this morning (and several times thereafter) and the automated attendant said that Lacerte Support was closed. Thanks for any guidance. mark

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7 Comments 7
George4Tacks
Level 15

Log onto "My Account" and select 2001 from the drop down

Capture.JPG

This may help to do the install from that ISO image https://answers.uillinois.edu/illinois/page.php?id=67508#:~:text=Right%20click%20on%20the%20ISO,it%2....

you may also need to update the prep file. 


Here's wishing you many Happy Returns
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cpaok
Level 2

Thanks so much for your help we have the setup extracted and ready to install. Everything you said was correct. We _are_ having problems with the preparer file and Lacerte wants me to place a floppy in the A: drive. (smile)  Can we copy the Lacerte preparer file to the 01 directory, does it need to go to a special subdirectory within 01 ?  Where do we find our preparer file for 2001? THANK YOU !

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abctax55
Level 15

In George's post, just below his red circle is "prep zip file"   That should have all the years you are licensed for; download it.

Then yes, copy the 2001 preparer file into the 2001 Lacerte folder.

"*******Tax software is no substitute for a professional tax preparer*******
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cpaok
Level 2

Thanks but that doesn't work. The prepfile has 2016 to 2021 --- the one in the middle. is the correct one - it has the years early to 2015. ANYBODY ELSE ? 

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cpaok
Level 2

As stated previously copying of the prep.01 file don't work!  Looks like it needs to be "installed". HELP LACERTE SUPPORT !

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George4Tacks
Level 15

From https://proconnect.intuit.com/community/tax-return/help/how-to-download-and-install-lacerte-prep-fil...

 

To install a prep file for Lacerte 1990 to 2015:

  1. Sign in to My Account
  2. From your dashboard, click Previous Years.
  3. Select Older Prep Files back to 1990 (.zip).
  4. Click Save, then click Open folder.
  5. Double-click the zip file you downloaded to open it.
  6. Click Extract all.
  7. Select a destination you can easily find, like your desktop. Click Extract.
  8. Open the destination folder and locate the prep.YY file for the tax year you need.
    • For example, to install a 2014 prep file, locate prep.14
  9. Right-click the prep.YY file, then press Copy.
  10. Browse to the program installation directory, C:\Lacerte\YYtax.
    • For example, if you're installing a prep file for the 2014 program, browse to C:\Lacerte\14tax.
    • Create a new folder if it doesn't already exist.
  11. Right click and Paste the prep file into the C:\Lacerte\YYtax folder.

Here's wishing you many Happy Returns
abctax55
Level 15

@cpaok 

Just FYI - WE aren't support; WE are volunteers, trying to help out fellow tax pro's.

 

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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