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Lacerte conversions
Show all hidden content
You can convert 2022 and 2023 Lacerte data for 1040, 1065, 1120, 1041, 990, and 1040CA clients. The following forms and schedules are available to convert to UltraTax CS.
1040
General information
- Demographic Information
- Direct Deposit Info
- Payments
- Miscellaneous income
- Miscellaneous deductions
- Education Expenses
- IRA Information
- Keogh/Sep/Simple
- Depreciation
- Auto Expenses
- Carryovers
- Two-year comparison
Schedules
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule H
- Schedule J
- Schedule R
- Schedule K-1
- Schedule K1-T
Forms
- 4835
- 1116
- 2106
- 2441
- 2555
- 4797
- 5329
- 5405
- 6252
- 8396
- 8594
- 8801
- 8822
- 8839
- 8886
- 8938
- 114
Facsimiles
- W2
- W2-G
- 1099R
- 1099Q
- SSA-1099
- 1099SA
- 5498SA
1120
General information
- Demographic Information
- Direct Deposit Info
- Page 1 information
- Payments
- Shareholder information
- Rent and royalty
- Depreciation
- Carryovers
- Two-year comparison
Schedules
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule K
- Schedule K-1
- Schedule L
- Schedule M-1
- Schedule M-2
- Schedule M-3
Forms
- 1125-A
- 2220
- 4797
- 6252
- 8609
- 8886
- 114
1065
General information
- Demographic Information
- Page 1 information
- Partner information
- Rent and royalty
- Depreciation
- Carryovers
- Two-year comparison
Schedules
- Schedule B
- Schedule D
- Schedule F
- Schedule K
- Schedule K-1
- Schedule L
- Schedule M-1
- Schedule M-2
- Schedule M-3
Forms
- 1125-A
- 4797
- 6252
- 8609
- 8886
- 114
1041
General information
- Demographic Information
- Electronic funds withdrawal
- Deductions
- Beneficiary information
- Balance sheet
- Accumulation schedule
- Depreciation
- Carryovers
- Two-year comparison
Schedules
- Schedule A
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule K-1
Forms
- 2210
- 4797
- 5227
- 6252
- 114
990
General information
- Demographic Information
- Balance sheet
- Notes and bonds
- Officers
- Payments
- Depreciation
- Carryovers
Schedules
- Schedule A
- Schedule C
- Schedule D
- Schedule E
- Schedule G
- Schedule H
- Schedule M
- Schedule R
Forms
- 990
- 990T
- 990PF
This article applies to:
- PRODUCT: UltraTax CS
- Subject: Conversions