Lacerte Data Conversion

Step Two (of Three): Ready to submit your data?

1. Back up your client data

 

Be sure to remove ALL passwords from your client files. Next follow the backup instructions closely for your vendor below to prevent any delays:

 

ATX View
CrossLink View  
Drake View  
ProSeries View  
ProSystem fx View  
TaxAct View  
TaxSlayer View  
TaxWise View  
UltraTax CS View  

2. In order to access Tax Data Conversion Wizard you will need to setup an Intuit My Account login with Admin role access.

 

NOTE: If you have not setup a My Account and/or Manage Users login, please refer to the following article:

 

Creating An Online My Account Login

 

The Tax Data Conversion Wizard is accessible from within the Intuit ProConnect Lacerte Tax program. Under the Import menu, select Client Data Conversion > Submit Client Data For Conversion to start our safe and secure data conversion wizard.

 

  • Enter your User ID and Password and click Sign In
  • After sign in, follow the screens prompts to upload your data

We will begin offering Tax Year 2016 client Data conversions with the first release of the 2017 Lacerte Tax program.

 

Call (800) 933-9999

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