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We will begin offering Tax Year 2008 client data conversions in September 2009.
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Lacerte Professional Tax Software - Data Conversion FAQs
- Q: Who should I contact about my data conversion?
- Q: How much does data conversion cost?
- Q: How do I have my data converted to Lacerte?
- Q: What information converts to Lacerte?
- Q: Why was my data shipped back unconverted? What steps should I take to resolve this?
- Q: The converted data files are not identical to the original files I submitted. Why?
- Q: Why were some of my files not converted?
- Q: What kind of timeline can I expect when converting to Lacerte?
- Q: How can I get a replacement Conversion CD?
- Q: How do I install my converted files on to a network drive?
Who should I contact about my conversion?
If you have additional questions after reviewing this Web site, complete this online form. In most cases, we will answer your question within 24 hours.
Back to topHow much does my data conversion cost?
Nothing. Lacerte data conversion services from many other professional tax software products are free.
Back to topHow do I have my data converted to Lacerte?
Follow the steps on the Lacerte Data Conversions page.
Back to topWhat information converts to Lacerte?
Complete lists of converted items for the applicable tax program can be found in the PDF documents on the Lacerte Data Conversions page.
Back to topWhy was my data shipped back unconverted? What steps should I take to resolve this?
Follow any return instructions that accompanied your original media. Re-submit the new backup to Lacerte for processing.
Back to topThe converted data files are not identical to the original files I submitted. Why?
Because these files are only designed to transfer critical Proforma client data to next year's Lacerte Tax program, the files are incomplete and not designed to produce a complete or accurate next year's Lacerte Tax return. The files are designed to create complete Tax Organizers.
Back to topWhy were some of my files not converted?
Most often, the files were bad or corrupt, improperly backed up, missing critical data to the process, password-protected, or locked. These files can be corrected for those issues that apply, and resubmitted. Please re-send only those unconverted files back to Lacerte.
Back to topWhat kind of timeline can I expect when converting to Lacerte?
In most cases, conversion takes 10 business days from the date we receive your files. Large quantities of data files may require additional time for conversion.
Back to topHow can I get a replacement Conversion CD?
Request a new CD by completing this online form.
Back to topHow do I install my converted files onto a network drive?
After running the conversion installation, access the 2008 Lacerte tax program. Be sure that your current data path in Lacerte is set to the appropriate network drive path. To restore the files, click Client > Restore. The Restore From box should read C:\CONV\?DATA, where ? is the letter of the module you want to restore into. After Grouping the clients for restore, click OK.
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