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What kind of data file do we need to convert a new client that was prepared with another tax software to lacerte?

mike2
Level 1
 
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George4Tacks
Level 15

If you have the other software data file, do as Ashley commented above. Once you have done the conversion, compare to the copy you have and make sure the depreciation and state are all matching. Once you get the return to match what was filed, go to screen 3 and look for a check mark just above the Organizer Miscellaneous division. "Converted client ..." - Remove the check mark and it will then be ready for you to generate an organizer and proforma for next year..


If you only have a pdf or paper copy, then input into Lacerte and try to replicate the return. I just use summary, e.g. Gross Sch C  = net plus depreciation, Interest as a single number, etc. Often you will find errors done by the prior preparer and you might consider offering an amended return. 


ex-AllStar

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AshleyatIntuit
Employee
Employee
Every software provider generates a different file type.  Here is the conversion website that may help https://proconnect.intuit.com/lacerte/getting-started/data-conversion/
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George4Tacks
Level 15

If you have the other software data file, do as Ashley commented above. Once you have done the conversion, compare to the copy you have and make sure the depreciation and state are all matching. Once you get the return to match what was filed, go to screen 3 and look for a check mark just above the Organizer Miscellaneous division. "Converted client ..." - Remove the check mark and it will then be ready for you to generate an organizer and proforma for next year..


If you only have a pdf or paper copy, then input into Lacerte and try to replicate the return. I just use summary, e.g. Gross Sch C  = net plus depreciation, Interest as a single number, etc. Often you will find errors done by the prior preparer and you might consider offering an amended return. 


ex-AllStar

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