We understand the importance of a smooth transition, starting with the conversion of your current client files into your new Intuit ProConnect Lacerte tax software. Converting your client data couldn't be easier or more hassle-free.1
The Data Conversion process will move selected items from your current tax preparation software to your new Lacerte program and is not intended to convert all of your tax data nor will it allow you to generate a tax return for the purposes of side by side comparison with last year's return.
Please allow 1 business day for your converted files. We will begin offering Tax Year 2017 client data conversions with the first release of the 2018 Lacerte Tax program in November 2018.
Our data conversion process supports the following software and modules:
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:
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.
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. Follow the screen prompts in the Lacerte Tax Data Conversion Wizard to download your converted client data files. Congratulations! Your transferred clients will now automatically appear in the current year Lacerte Tax program.