Lacerte® Data Conversion
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
Learn about the Data Conversion process (1:58)
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.
- All personal information (taxpayer, spouse, dependents, etc.)
- Names for all interest, business, estates, partners, etc.
- All important carryover amounts that can be obtained (depends on competitors)
- Depreciation
- State data including state information (i.e. depreciation differences and tax refund)
- Amounts that are not relevant to next-year tax preparation
- Some unobtainable calculated carryover amounts
- 706, 709, 990, or 5500 items
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.
Can my data be converted?
Our data conversion process supports the following software and modules:
Ready to submit your data?
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:
Lacerte Tax Data Conversion Wizard:
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 screen prompts to upload your data
- Please allow 1 business day for your converted files
Learn more about the Tax Data Conversion Wizard
Data Conversion Confirmation:
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.
