Lacerte Data Conversion

Step Three: Tracking the status of your data conversion

 

Intuit performs the conversion in-house and sends the converted data files back to you through your Intuit ProConnect Lacerte Tax program. On average, it takes 1-3 business days to complete the conversion process and up to 10 business days for the prior tax year. For larger blocks of data please allow additional time.

Confirmation emails:

You will receive confirmation when your conversion is ready to be downloaded

  1. After you receive your confirmation email that your conversion is ready, open your Lacerte Tax program and go to the Import menu. Select Client Data Conversion > Download Converted Client Data and sign in with your Intuit My Account login.
  2. Follow the screens prompts in the Intuit Tax Data Conversion Wizard to download your converted client data files.
  3. Congratulations! Your transferred clients will now automatically appear in the current year Lacerte Tax program.

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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