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We recently installed 2018 Lacerte but our preparer information did not transfer. How do we transfer preparer information from 2017 to 2018?

jstapp
Level 1

Need help transferring preparer information to 2018 Lacerte.

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abctax55
Level 15

If you mean the preparer file, that needs to be downloaded/installed for each year.  It doesn't *transfer* from year to year.

If you mean the 'preparer' assigned to each client in Screen 1; I don't know as I am the only 'preparer' in my small office AND I've only transferred a handful of clients so far.

(I wanna be a member of the pot stirring club too)

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abctax55
Level 15

If you mean the preparer file, that needs to be downloaded/installed for each year.  It doesn't *transfer* from year to year.

If you mean the 'preparer' assigned to each client in Screen 1; I don't know as I am the only 'preparer' in my small office AND I've only transferred a handful of clients so far.

(I wanna be a member of the pot stirring club too)

View solution in original post

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George4Tacks
Level 15

In 2018 - Settings > Transfer prior year settings.... > Probably best to just Select All and that will bring 2017 forward. Be sure to check the folder shown at the bottom. 


ex-AllStar
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