Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- I have a client on lacerte 2020 but it has not transfered on lacerte 2021 how to have that client show on list of clients in lacerte 2021 without having to create a new
I have a client on lacerte 2020 but it has not transfered on lacerte 2021 how to have that client show on list of clients in lacerte 2021 without having to create a new
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
dmufeed
Level 2
03-07-2022
07:19 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Labels
3 Comments 3
Karl
Level 8
03-12-2022
11:36 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Do you get any errors in the proforma process when you run it in the 2020 software?
Are you sure you don't have any filters (either F7 or the clickable filters on the left panel) set in 2021 so that you just aren't seeing it show up?
If neither of these fixes it, you're probably going to need to call Support.
*If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*
abctax55
Level 15
03-13-2022
01:10 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Check your data path, if none of Karl's excellent suggestions work.
Try to re-proforma again, and make a note of the default path used by Lacerte.
"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
( Generic Comment )"
George4Tacks
Level 15
03-13-2022
11:27 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Is the 2020 client locked? If so back it up. Unlock it and then do the proforma again.
Here's wishing you many Happy Returns
