Export data to Lacerte

Export data to Lacerte

Select the
Export to Tax Software
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
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.

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:

Exporting data to Lacerte with additional states