Rubysue7
Level 2
09-17-2020
04:02 PM
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How can I import a new client's Lacerte file that has been emailed to me?
2 Replies 2
George4Tacks
Level 15
09-17-2020
04:12 PM
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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
abctax55
Level 15
09-17-2020
09:40 PM
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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.
"the game of life is hard to play"
If a post answers your question, click on *Accept as solution* for future searches
"the game of life is hard to play"
If a post answers your question, click on *Accept as solution* for future searches