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Llamalady73
Level 1
February 21, 2021
Question

How do I setup The Lacerte 2020 Tax program?

  • February 21, 2021
  • 1 reply
  • 4 views

My clients are ready to be transferred but I cannot remember the procedure.

 

This topic has been closed for replies.

1 reply

itonewbie
itonewbie
Level 15
February 21, 2021

Here's the article you're looking for:

https://proconnect.intuit.com/community/federal-taxes/help/transferring-client-files-to-the-current-year-using-the-proforma/00/4773

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