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Level 1
July 3, 2020
Question

When exporting a 2019 tax client to planner, the message says to continue using 2018 tax planner. How do you export a 2019 tax client to the 2018 tax planner?

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1 reply

George4Tacks
Level 15
July 3, 2020
Are you on the latest update for both? Run 2019 Lacerte Web Setup and update both.
Answers are easy. Questions are hard!