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How do I setup The Lacerte 2020 Tax program?

Llamalady73
Level 1

My clients are ready to be transferred but I cannot remember the procedure.

 

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1 Comment 1
itonewbie
Level 15

Here's the article you're looking for:

https://proconnect.intuit.com/community/federal-taxes/help/transferring-client-files-to-the-current-...

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Still an AllStar
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