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Bren1
Level 1
January 2, 2022
Question

Client data not uploaded

  • January 2, 2022
  • 1 reply
  • 4 views

I just uploaded the Lacerte software on my new computer and no clients are showing.

This topic has been closed for replies.

1 reply

abctax55
abctax55
Level 15
January 2, 2022

You have to proforma the clients from the prior year.  If you've done so, then check your data path.

I am assuming you used Lacerte for 2020 tax prep; if that is not the case, you have a lot of work to do.  You'll have to contact support to convert files from the software you used previously.

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