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import new clint info from prior accountant dvd lecerte

ralpholliff
Level 1

how to import to lacerte

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1 Comment 1
abctax55
Level 15

Your question isn't completely clear - I'm guessing you have a DVD from the prior preparer that contains some kind of *lecerete* files.

Here's my post from a recent thread on the same question:

A Lacerte client consists of 8 (I think..more or less) different folders.

The prior preparer needs to give you a full backup (from the backup/restore function) , OR actually email the file to you (done from the 'Client' tab at the very top of the page (not the 'Clients tab on the second menu line...).

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