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Level 2
January 6, 2023
Question

ProSystem FX conversion to Lacerte for 2020 and 2019 returns

  • January 6, 2023
  • 1 reply
  • 5 views

Hi Everyone!

Ive been tasked with converting 3 years of returns from ProSystemFX to Lacerte. The years are 2021, 2020, and 2019.

Ive been able to convert 2021 easy enough, but the conversion wizard doesnt look like its able to convert 2020 or 2019 returns. Are we really only able to convert 2022 and 2021 returns and anything older is no longer allowed?

 

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1 reply

sjrcpa
Level 15
January 6, 2023

I believe so.

Why do you want to convert the older years?

Can't you just pay ProSystem FX a basic fee to keep access to 2020 and 2019?

The more I know the more I don’t know.