Skip to main content
Level 1
January 29, 2026
Question

Invoice Setup - Form Charge details did not transfer to current version of Lacerte

  • January 29, 2026
  • 0 replies
  • 3 views

In previous years we would install the latest version of Lacerte and the invoice form charges would reflect what was set in the previous tax year.  Today, we noticed that the Form Charge amounts are now set to zero.  Is there a way to copy last year's amounts over the latest version?  Is there a file that I can copy to accomplish this?  We would rather start with the base we had previously than to go on a per invoice type to update as not all our form charges will change this year.