09-17-2020 04:02 PM
How can I import a new client's Lacerte file that has been emailed to me?
2 Comments 2
09-17-2020 04:12 PM
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
09-17-2020 09:40 PM
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"