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Data Conversion from Lacerte to Proseries

Level 1

We recently purchased a business from another retiring taxpayer. She was using Lacerte for her clients. I did the data backup of her Lacerte 2019 return files and was ready to do the data conversion into Proseries (what we use) but it will only convert from the 2018 Lacerte files. I did the backup on the 2019 clients. Is there no way to put the 2019 Lacerte files into the 2019 Proseries program?

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3 Replies 3
Level 15

I believe converting a file is like transferring a client from the prior year to the current year.  You don't end up with a complete copy of the return, just the "carryover" data.  Sounds like you are going to have to wait a little longer until the 2020 package is ready before you can do the conversion.

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Level 1

That's what I was afraid of! Thanks for your response!

Level 15

You betcha!

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