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Level 1
August 11, 2024
Question

how do you open the prep file?

  • August 11, 2024
  • 2 replies
  • 24 views
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2 replies

George4Tacks
Level 15
August 11, 2024

You do the following and the program will open that file. 

https://accountants.intuit.com/support/en-us/help-article/license-information/download-install-lacerte-prep-files/L1ty91aml_US_en_US?uid=lzpinpg0

As you adjust options in the program, such as Preparer information, that file is edited and saved.

Answers are easy. Questions are hard!
Level 5
December 1, 2024

The actual Preparer file is not available to changed directly, not even with the ODBC connection which made the binary/client tax detail files visible & usable from TY2018 forward.

 

Robert Kirk

LTUGtools