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Conversion from CCH Axcess to Lacerte Tax

Forum|Forum|4 years ago
September 7, 2021
2 replies
39 views

Hello,

We are converting from CCH Axcess to Lacerte. We would love your opinion on the conversion process. Please let us know if have any experience with this.

Best Regards,

Shelly

Lacerte Tax

This topic has been closed for replies.

Best answer by marcEAcamerlengo

Still not there yet, but wanted to provide another update. To get the files to ProFX format, CCH required a new license agreement, which has taken a week. We got ProFX2020 installed today and believe that we have completed the ProSystem FX backup correctly. Lacerte2021 is not accepting or recognizing the files, so we are back to the HelpDesk phone queue to get help from Lacerte.

Two weeks and counting . . . will continue to provide updates when and if progress is made.

George4Tacks

Level 15

typically conversion from cloud software does not go real smooth. Regardless, look very carefully at the conversion - especially depreciation and state information. After you have reviewed the information and have it matching up to the return as filed, go to screen 3 and scroll down to the last miscellaneous item and REMOVE the check mark from "Converted client (Proforma use only). That will give you a much cleaner start NEXT YEAR with the appropriate depreciation, PAL, state refund, etc carryovers.

Answers are easy. Questions are hard!

S

shellyjchessercpacomAuthor

Level 3

Thank you for your input. This should help us quite a bit.

Shelly

K

KS2

Level 2

Hi Shelly,

were you able to get it to work? I’m trying to do the same thing now.

M

marcEAcamerlengo

Level 3

Just a note to folks regarding our conversion experience going from CCH Axcess to Lacerte. We spent over a dozen hours over 5 days going back and forth between Lacerte support and CCH support, with CCH support insisting that *.DAT file is all that is needed for conversion, and Lacerte Support insisting that CCH Pro FX files were the supported way to convert to Lacerte formatted tax returns. The latest call to CCH support has been more helpful: they explained that a special conversion team at CCH could be hired at hourly consulting rates to convert the Axcess format files to CCH Pro Fx *.ZIP formats, however these conversions could only be done after regular business hours and no delivery date guarantees would be provided or promised. The conversion team will charge an additional premium consulting fee for any time spent on Fridays, Saturdays, or Sundays. Will hopefully report back here to the community once successfully converted our files. One week has already gone by. Not sure how many more weeks the completed process will take.

George4Tacks

Level 15

@marcEAcamerlengo How about this process? https://support.cch.com/kb/solution.aspx/sw34361

Then to Lacerte?

Answers are easy. Questions are hard!

M

marcEAcamerlengo

Level 3

Hi George,

Thanks for providing this article again.

https://support.cch.com/kb/solution.aspx/sw34361

I think you posted it to an earlier thread as well. That article requires a CCH Pro FX license, unfortunately. We don't have a Pro FX license so it wasn't helpful to us this past week. Just today, though, we are also hearing from CCH that they may be requiring us to purchase CCH Pro FX license, so your article may indeed be useful in the end. Still working out CCH details, but will post final solution as soon as we get to that point.

-Marc

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