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J
jc boy
Level 3
December 31, 2024
Question

Lacerte Program Installation

  • December 31, 2024
  • 1 reply
  • 7 views

I have sold my firm, however, the new firm installed another program in the same server, how can I run Lacerte with two different ID?

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    1 reply

    George4Tacks
    George4Tacks
    Level 15
    January 1, 2025

    Install all prep files

    For each return, you will see in Screen 1 Miscellaneous Info a drop down for Firm Number. My recall is the default would be the number of the firm that was first installed, but that may not be correct. You will need to review the client files to confirm. 

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