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Level 1
January 9, 2026
Question

how do i uplad new client data pdf tax return

  • January 9, 2026
  • 1 reply
  • 8 views

new client  come  with pdf tax return of prior year  we are preparing this year tax return  is there anyway i can upload that return  so all data come in this year return correctly 

1 reply

George4Tacks
Level 15
January 10, 2026

No. You can convert other tax program data to Lacerte, but not from PDF. ProConnect does a conversion from pdf, but it only creates a summary of the return, not all the input. 

Generally I suggest that you recreate the return in Lacerte. This gives you practice to learn a new program. 

 

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