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How to check the status of a Lacerte data conversion

SOLVEDby IntuitLacerte Tax1Updated July 14, 2022

After uploading your client data to us for conversion, we have the following tools to track your data conversion progress:

Confirmation email

You will receive a confirmation email when your data conversion is complete.

Check status online

To check the status online, follow these steps:

  1. Select the Import menu and select Client Data Conversion.
  2. Select Download Converted Data.  
  3. Enter your user ID and password and press enter. Next, you'll see the submission(s) you uploaded and their status.
    • Allow for 24 hours for processing before your conversion submission status is available online. Before then, selecting Download Converted Data will show a message that the converted data isn't available for download yet.

If you need assistance or have questions, you may contact us online or by phone at 800-933-9999.

To check on the status of a customer's conversion submission as an inbound care agent, refer to Looking Up the Status of a Customer's Conversion Submission.

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