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

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Level 1

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

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Level 15

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


ex-AllStar
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Level 15

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. 

Former Chump... umm.... AllStar.
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