Export data to Lacerte

Once you are done preparing a client's binder, exporting data back to the tax software lets you sync all the captured and updated data back to the tax software. Before you export binder data to the tax software, make sure the tax return that is being exported is currently closed in the tax software (that is, Lacerte).

note

Don’t delete any proforma information before exporting data from SPbinder to tax software. You can delete proforma information from the tax software and SPbinder after the Export to the tax software is complete. Save the return after it is complete.

For SurePrep Outsource binders, don’t use the Export to Tax
feature in this article to export the data into the tax software. You must restore the tax return file instead.

note

Make sure you have the latest version of the Lacerte SDK driver installed on your machine/environment in: Create binders in FileRoom, Export binder data to tax software, Create Custom DRL in TaxCaddy Latest release: December, 19, 2023 . Uninstall the previous version before installing a new version.

Export data to Lacerte

Follow these steps to export data from SPbinder to Lacerte:

Select the Export to Tax Software
Export to Tax Software icon

icon from the SPbinder toolbar. Alternatively, select Binder
, point to Export
, then select Export to Tax Software
.

You can also export to tax software from FileRoom. Point to the OPTIONS
column, then select the Picklist
Picklist icon

icon on that binder. Select Export to Tax
from the dropdown menu.

The Export to Lacerte
Tax window appears. Select Setup
. You can skip this step if you have already set up the export path.

Select a path from the dropdown that has been set up in the Admin
, Account Setup
, Tax File Activation
, then Lacerte
, since you might have more than one path here. This would be in case you have set up separate locations for different tax years or if you own multiple offices.

note

Lacerte Data Path for tax year prior to 2018 (that is, 2017, 2016) includes the Details
folder (that is,L:\LACERTE\17TAX\IDATA\
DETAIL
). Lacerte Data Path for the 2018 tax year can now be either be until IDATA
folder or IDATA\DETAIL
folder (that is,L:\LACERTE\18TAX\
IDATA
or
L:\LACERTE\18TAX\
IDATA\DETAIL
)

If you folder path is empty, then select Browse
and select the Lacerte folder, where your tax software file lies.

Select OK
.

To access client data, permission is required. You may see the Access Confirmation
window minimized in the background. Maximize the Access Confirmation
window.

On the Access Confirmation
window, select Grant
. The Access Confirmation
window only appears once, any subsequent attempts to access the client data will only require sign in once every 24 hours.

note

Install the latest Lacerte ODBC Driver
to access client data. This window won’t appear if the driver is not installed on your machine/working environment.

On the Sign in
window, enter your Lacerte sign in credentials, then select Sign In
.

note

You will need to enter your Lacerte sign in credentials again when your sign in session expires in 24 hours.

Select Proceed
to complete the export to Lacerte Tax.

note

A window appears if any new states are added that were not proforma'd in the Lacerte tax file. You have to add the newly added states manually in Lacerte.

The export starts. Wait while the import processes.

Notification that the export data is generating

A message indicating the export was completed successfully appears.

note

Any data entered in your Lacerte tax file after uploading the return in SPbinder will be overridden on completion of the Export process.

To view exported data, open Lacerte and select File
, then Refresh
.

After Exporting data into the tax software, if the user tries to export again without entering any new data in the binder, the following window appears: