how do I import a new client's Lacerte file?

Rubysue7 · ‎09-17-2020

How can I import a new client's Lacerte file that has been emailed to me?

George4Tacks · ‎09-17-2020

Have the Lacerte program open for the year that matches the file being sent. Double click on the attachment in the e-mail to open in Lacerte.

A 2019 Lacerte attachment for 1040 with have .tc9 as the extension, 2018 will be .tc8

Here's wishing you many Happy Returns

abctax55 · ‎09-17-2020

Actualy George, I *think* just clicking on the file that was emailed opens up the program. But then you do have to log-in...

I haven't done one in a while.

"Tax software is no substitute for a professional tax preparer"