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carolmCA
Level 1
January 6, 2026
Question

training

  • January 6, 2026
  • 1 reply
  • 6 views

I am coming into a firm as a new preparer. I am trying to copy/importing info from one tax year to the next to do practice returns. I would like instructions on how to copy basis info and have it be a return ready to complete in the next year. I will be cherry picking returns, so I need to know how to do this return by return.

1 reply

Kathi_at_Intuit
Kathi_at_IntuitModerator
Moderator
January 14, 2026

Hi @carolmCA Welcome to the Community and thanks for posting your first questions. Here are some resources for training for Lacerte:

 

Education resource center

My Account - If you sign in there is a training portal on this site. (If you do not see it, it could be permissions that you have for the site from the firm)

 

If you need further assistance we recommend contacting Lacerte Support. Look forward to seeing you around the Community. 

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