Enter New Client

Forum|Forum|3 years ago
January 13, 2023
2 replies
13 views

Is there a way to enter return prepared by someone else in Lacerte?

Just want the history for next year, I only have PDF file tax returns.

Thanks! any help is appreciated

Lacerte Tax

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George4Tacks

Level 15

Key it in. There is no import from pdf.

This is good practice with the program. If you are on REP, use all 9's for the primary SSN or EIN and there will be no charge. There is also no need to do as much detail. I would list all the 1099s and W2s, since they will be shown in the organizer. If there is a C or E or F, I would just enter a net number. If there are depreciation items, I would do the work now to get them right.

Answers are easy. Questions are hard!