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Trial Balance

Tax export to Lacerte

In the
Trial Balance
 screen, you can create an export file of the contact's tax data in which you can specify the balance type and data format to export to Lacerte.
Prior to using the Lacerte tax integration feature, ensure that Lacerte is selected as the tax vendor in the
Contact Settings
 section of the
Settings
 tab.
  1. Open your project, then select the
    Trial Balance
     tab.
  2. Go to
    Export
    Lacerte Export
     to open the
    Lacerte Export Options
     panel.
  3. Select
    Tax
     or
    Adjusted
     as the balance type to include in the export file.
  4. Select
    Detail
     or
    Summary
     as the format, then select
    Export
     to create the file in your Downloads folder on your local drive.
The following supported entity types are available for export to Lacerte.
  • 1120C
  • 1120S
  • 1065
  • 990
  • 990PF
note
  • You can include prior year balances in the export file.
  • When you select
    Detail
    , all accounts assigned to the same tax code are listed separately in the export file. This lets you import detail information into Lacerte. If user-defined tax subcodes are used, each subcode appears as a single-line item in the export file with the tax subcode description.
  • When you select
    Summary
    , all accounts with the same tax code will be grouped together into a single-line item.
  • Lacerte doesn’t allow detail for every tax code.

This article applies to:

  • PRODUCT: Onvio
  • Subject: Trial balance
  • Audiences: Staff