This article will help you with restoring client files and options into your tax software in Right Networks:
- Before you open 2021 Lacerte in the hosted environment to complete the automation, you'll need to place your prep.21 file:
- In your local 2021 Lacerte, press the F10 key (or from the Help menu select TroubleShoot).
- Note the Option path.
- Open File Explorer on your local computer and browse to the Option path.
- Locate the prep.21 file, then right-click on it and select Copy.
- Open the Right Networks remote desktop using the Right Networks.rdp shortcut.
- Open File Explorer in your hosted environment and browse to I:\Lacerte\21tax\Option21.
- Paste the prep.21 file inside.
- You can use Ctrl+V (keyboard shortcuts work by default in the hosted environment when it's maximized) or select the Home tab in File Explorer and use the Paste button.
- Open the 2021 Lacerte Tax program in Right Networks.
- From the Tools menu, select Intuit Hosting for Lacerte Tax (Right Networks), then choose Import files into Hosting.
- Make sure that the Lacerte, Tax Planner, and DMS programs are closed.
- The File Selection screen will automatically detect all applications that were uploaded earlier. Make sure that this is accurate, and then select Start Import.
- You can filter out the data paths that aren't required to be imported to the product by selecting the Filter data paths checkbox at the bottom of the wizard.
- After the Import completes, a Summary will be saved to your I:\ Drive. Click Close to finish.
See Lacerte Intuit Hosting onboarding and setup guide for more information on onboarding Lacerte for Intuit Hosting.