Solved: Re: Backup

rrac00n · ‎07-02-2021

Another firm is requesting a "Lacerte backup of a partnership and individual tax returns", what are they asking for and how do I do it?

abctax55 · ‎07-02-2021

OR:

Client Tab on upper menu bar > Send via email.

A word of advice if you DO provide the file (backup method or email) make *sure* you haven't put any notes in the file that aren't meant for your eyes only. Many prepares refuse such requests.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

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sjrcpa · ‎07-02-2021

There are asking for the Lacerte files. They must use Lacerte, so if you give them they can just restore and go on their way.

Do you want to give them your files?

If so, Client, Backup

Ex-AllStar

abctax55 · ‎07-02-2021

OR:

Client Tab on upper menu bar > Send via email.

A word of advice if you DO provide the file (backup method or email) make *sure* you haven't put any notes in the file that aren't meant for your eyes only. Many prepares refuse such requests.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

George4Tacks · ‎07-03-2021

Do you have the written permission of the clients to share their information?

Here's wishing you many Happy Returns

Backup

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