Activating Lacerte

Create a binder (e.g., select a binder template based on your tax software)
Select a binder template and import client proforma from your tax software
Export client data (i.e., Export to Tax) to the tax software
Import client's tax return data into SPbinder
Create a Document Request List (DRL) for your client in TaxCaddy.

Integrate Lacerte with SurePrep

When the
Tax File Activation
window appears, select the
Lacerte
tab.

Select
Add New Path
to set the network folder location where the Lacerte software files are stored prior to uploading. A new blank row will appear.

Select the
Browse
icon to select the path.

For In-house returns, under the
Lacerte Data Folders
field, browse to the network or local path where your proforma file is located (example: .ID2, .ID3).
note
Each tax year will have a different extention based on the last digit of the tax year. For example: 202
2
extension is .ID
2,
202
1
extension is .ID
1
, 202
0
extension is .ID
0
For Outsource returns you need to choose the path where your backup file is located.
On the
Browse For Folder
window, select the folder path for Lacerte Data Folder then select
OK
.
note
Data Path should be located in the Lacerte installed folder on your network or local path. Add the following folders based on the return type:
1040 returns(Individual): Lacerte
, Your current tax year,
IDATA
,
DETAIL
(for example, L:\Lacerte\22tax\
IDATA\DETAIL
)
1041 returns(Fiduciary): Lacerte
, Your current tax year,
FDATA
, then
DETAIL
(for example, L:\Lacerte\22tax\
FDATA\DETAIL
)

Select the
Save
icon to save the details or select the
Cancel
icon to close without saving any changes.

The
Created By
,
Created On
,
Modified By
and
Modified On
fields will be auto-populated with the User Name and the system date and time.
To edit the path after it is added, select the
Edit
icon. To delete the path, select the
Delete
icon.

Lacerte Data Path

Open Lacerte, then select
Settings
then
Options
.

When the
Individual User Options
window appears, you can view
Data Path
field on the
Setup
tab. You can copy the current tax year path and use it to setup Lacerte tax file activation in SurePrep.

What's Next?