ProConnect HelpIntuit HelpIntuit

Sync your first Lacerte client to Intuit Tax Advisor

SOLVEDby Intuit2Updated August 02, 2022

To learn more about Intuit Tax Advisor, click here.

This article will help you:

  • Import your clients' tax data to Intuit Tax Advisor
  • Create plans and strategies for your clients

To sync a client and start planning:

  1. Sign in to Lacerte 2021.
  2. From the Tools menu at the top of your program, select Lacerte Updates. Install any available updates and reopen Lacerte, if applicable.
  3. Open the Individual (1040) module.
  4. Select the client you want to sync.
  5. Press the Sync to cloud button at the top of Lacerte, or select Start cloud sync in the cloud sync column:
    cloud sync_PCG_EXT_EN_US_050622.png
    both sync options_PCG_EXT_EN_US_060822.png
  6. Review the client information and 1040 data path that are shown.
    • After you sync your first client, this data path will be locked. All other individual clients your firm wants to create plans for will have to be saved to the same path.
  7. Select Start sync to begin syncing the client's data to the cloud.
  8. Once your sync is complete, you may either open Intuit Tax Advisor or return to the client grid by using the buttons below the status bar.
    PCG_L9zAhZNZs_001.png

Start advising

Now that you've synced a client, you can dive in and create your first plan in minutes.

Ready to sync more clients?

Once you're ready to start planning for another client, you can sync them right from your Clients list or the Integrations tab in Lacerte. Learn more about syncing additional clients.

Was this helpful?

You must sign in to vote, reply, or post
Workflow Add-On Tax Advisor

Sign in for the best experience

Ask questions, get answers, and join our large community of Intuit Accountants users.