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transfer clients to 2021

IRENEJ
Level 1

I have downloaded Lacerte 2021 but am unable to transfer 2020 clients.  I go to tools and try to download but nothing works.  Please help.

0 Cheers
3 Comments 3
sjrcpa
Level 15

1. It is too early to pro forma. There are too many bugs. Wait til January.
2. The pro forma is done from the 2020 program.


Ex-AllStar
IRonMaN
Level 15

The 1980s War on Drugs is kinda like Intuit early transfers - just say no.


Slava Ukraini!
abctax55
Level 15

"..Please help."

Please W A I T - listen to us, it is too, too early.  You'll regret it.

"*******Tax software is no substitute for a professional tax preparer*******
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