Transferring lacerte files

[lclenfield]

how to transfer a client file from one lacerte tax accountant user to another lacerte tax accountant user user

[George4Tacks · Accepted solution]

 I would get a written authorization from the client before doing this. The simplest methoc is to e-mail. Highlight the client - Client > Send via email > You will be prompted to password protect the file (I would do this), then either ignore or cancel to go back and add a password. You will then send an e-mail with an attachment that can be opened with the Lacerte program. For Individual 2017 it will have an extension of .TC7.

The alternate is to backup the client of a flash drive (or maybe CD) and physically transfer the media to the other preparer. 

[NancyR]

I tried this, but I am getting an error message saying the ID18 number is missing.  Can you tell how to handle this?   Thanks!

[HereToLearn]

What information would get transferred with this type of backup? I have client request for Lacerte files so that the client can give it to the new CPA firm.

[sjrcpa]

The entire client Lacerte file as it appears in your system. Other accountant will be able to open it in Lacerte and proceed as if they had created the file.

[HereToLearn]

Thank you for the fast reply SRJCPA. Definitely faster than calling tech support.

Are you aware of any differences between an backup of a Lacerte file vs the method that George4Tacks discussed?

[sjrcpa]

No. Both methods will generate a copy of the file that another Lacerte user can use.