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Backup

rrac00n
Level 1

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?

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abctax55
Level 15

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.

 

 

Former Chump..oops..AllStar...I used to be a people person, then people ruined it


If a post answers your question, click on *Accept as solution* for future searches

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3 Replies 3
sjrcpa
Level 15

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
Level 15

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.

 

 

Former Chump..oops..AllStar...I used to be a people person, then people ruined it


If a post answers your question, click on *Accept as solution* for future searches

View solution in original post

George4Tacks
Level 15

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

 


ex-AllStar