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Add Lacerte Tax as a vendor in engagements

You can import Engagement Manager trial balances into Lacerte Tax. Before you can do that, you'll have to add it as a vendor in Engagement Manager. Follow these steps to get started.
  1. Sign in to Engagement Manager.
  2. Select
    Setup
     , then
    Firm Settings
    .
  3. Under Tax Information, mark the
    Lacerte Tax
     checkbox, then
    Save
    .
  4. Return to the
    Engagement dashboard
     and select the name of an engagement to view it.
    note
    If the engagement is not on your
    Engagement dashboard
    , use
    Open engagements
     to add it.
  5. Select the
    Properties
     tab from the navigation pane.
  6. Select
    Lacerte Tax
     from the
    Vendor
     dropdown list.
    note
    When you select
    Lacerte Tax
     as the
    Vendor
    , the
    Entity
     dropdown list will include all of the supported entity types you're able to import in Lacerte Tax.
  7. Select
    Save
    .

Export Lacerte Tax data from Engagement Manager

Before you import your Engagement Manager balances, make sure Lacerte Tax is selected as a vendor for your engagement.
tip
  • All entity types that Lacerte supports for import from Engagement Manager are listed in the
    Entity
     dropdown list. To go to the Entity dropdown list, view the engagement, then select the
    Properties
     tab from the navigation pane.
  • Confirm your Lacerte Tax codes are assigned to the appropriate accounts under Trial Balance for your engagement.
You can export trial balance data from your Engagement Manager engagement to import into Lacerte Tax.
  1. On the Engagement dashboard, select the name of the engagement you want to export.
    note
    If the engagement is not on your
    Engagement dashboard
    , use
    Open engagements
     to add it.
  2. Select the
    Trial Balance
     tab on the navigation pane.
  3. Select
    Data
    .
  4. Choose the type of data you want to export.
  5. Select
    OK
    .
  6. Save the export to the tax year folder in Lacerte Tax.
    note
    There are 5 different locations to save your data based on the type:
    • Partnership:
      PDATA
      .
    • Corporation:
      CDATA
      .
    • S Corporation:
      SDATA
      .
    • Non-profit:
      RDATA
      .
    • Individual:
      DATA
      .
  7. Give your Engagement Manager export the same ID as your Lacerte Tax client.
    note
    Refer to your Lacerte Tax documentation for support.

This article applies to:

  • PRODUCT: Engagement Manager
  • Subject: Integration

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