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In anticipation of the upcoming Exempt Org and Texas Franchise deadlines (5/15), we've compiled a list of the most common questions here.
In anticipation of the upcoming Exempt Org and Texas Franchise deadlines (5/15), we've compiled a list of the most common questions here.
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- Troubleshooting Transferring prior years data
Troubleshooting Transferring prior years data
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IMSNORTHWEST
Level 1
08-25-2022
03:41 PM
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Troubleshooting Transferring prior years data
Transfer appears to complete without error
No prior years data found in target year
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3 Comments 3
PhoebeRoberts
Level 11
08-26-2022
09:41 AM
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The directory your prior-year proforma process is pointing to is not the same directory as your current-year Lacerte installation is looking in.
If that doesn't solve your issue, you've got plenty of room for complete sentences and more detail. 🙂
abctax55
Level 15
08-26-2022
10:26 AM
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What @PhoebeRoberts said....
Do the proforma process again and take notes as to *where* the data is pointing. Then go to settings (in the year you transferred TO) > Options > Set Up and point that data path to the *where*.
"*******Tax software is no substitute for a professional tax preparer*******
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IMSNORTHWEST
Level 1
08-29-2022
11:47 AM
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Complete sentences 😉
Made my day!
Paths appear correct.
The import from prior year process appears to proceed without GUI error message.
Do you know is there a Log sequestered somewhere that may reveal the cause?
