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Rubysue7
Level 2
September 17, 2020
Question

how do I import a new client's Lacerte file?

  • September 17, 2020
  • 1 reply
  • 2 views

How can I import a new client's Lacerte file that has been emailed to me?

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1 reply

George4Tacks
George4Tacks
Level 15
September 17, 2020

Have the Lacerte program open for the year that matches the file being sent. Double click on the attachment in the e-mail to open in Lacerte. 

A 2019 Lacerte attachment for 1040 with have .tc9 as the extension, 2018 will be .tc8

Answers are easy. Questions are hard!
    abctax55
    abctax55
    Level 15
    September 18, 2020

    Actualy George, I *think* just clicking on the file that was emailed opens up the program.  But then you do have to log-in...

    I haven't done one in a while. 

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