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2014 Tax Return Question from A New User

ekc
Level 1

I'm new to Lacerte and fairly new to tax prep. I have a client who hasn't filed a return since 2013. Is it best to enter 2014 first into 2014 Lacerte then continue to roll each year into the next? Or is there a better way to do it? If I need to start with 2014 software where can I go to download it?  

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George4Tacks
Level 15

Start with 2014. From your current year, download the prep file and put it in the /14tax folder, just like your prep file is in the /19 folder. Do the subsequent years (15, 16 , 17, 18) if you have not yet done them. You download the earlier years in your "my account"

https://proconnect.intuit.com/community/tax-return/help/how-to-download-and-install-lacerte-prep-fil...

The new TOOL HUB!! https://proconnect.intuit.com/community/install-products/help/how-to-download-and-install-prior-year...

 


Here's wishing you many Happy Returns