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Lacerte Data Migration

GeorgeG
Level 1

We recently transferred all our tax data from CCH Axcess to Lacerte.  When logging into Lacerte, different employees have different amounts of that transferred data.  Has anyone else encountered this? 

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sjrcpa
Level 15

Welcome George.

Do you mean the employees see different clients? Different types of returns?

Or Employee A sees different data for Client 1234 1040 than Employee B sees?

 


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abctax55
Level 15

@GeorgeG 

And if it's the second alternative presented by Susan - check the settings for how depreciation is computed (IRS tables vs DDB).

 

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George4Tacks
Level 15

Ah, another George!

My guess is that because it is moving from a cloud base, that is why it seems strange. I also want to emphasis that you carefully review the 2019 returns for consistency to what was filed, especially depreciation and state returns. Spending the time now will make 2020 much easier.

For the 1040, once you confirm the return to be accurate, go to screen 3 and you will find a check mark for Converte client (proforma use only). Remove that check mark and the 2020 depreciation and state data will transfer, if you don't you won't get a match up for prior year data when you work on 2020. 

Welcome to Lacerte,

George


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KHaley
Level 1

How did you convert data from CCH Axcess to Lacerte? It was my understanding based on my conversations with Lacerte support that this is not possible.

Thank you

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George4Tacks
Level 15

@GeorgeG How did you do the conversion? Should contacting support maybe get some conversions done? 


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