Exporting Tax Clients
PrerequisitesThis exercise involves using a sample client in the tax program. You need to restore client 03SAMPLE into the tax program before attempting this exercise. Sample clients are located in the DEMODATA folder in the 05TAX directory. Please see the Client Maintenance exercise in the Data Management section of the Program Operations tutorial for more information on restoring clients. ObjectiveIn this exercise, you will export client data from the Lacerte Tax Program to the Tax Planner. |
LESSONS
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Facts
Open the Tax Program and export sample client 03SAMPLE to the Tax Planner.
Program Considerations
- You can export any number of clients to the Tax Planner, however, you can only export them one at a time.
- Tax clients can be exported from the Clients, Detail, Forms, or Diagnostics tabs.
- When you export a client file from the tax program, all individual entries automatically transfer into the Tax Planner.
How?
To export a Lacerte Tax client:
- Start the 2005 Lacerte Individual Tax program.
- Highlight client 03SAMPLE at the Clients tab.
- Click Tax Planner on the Tools menu.
- By default, Export client 03SAMPLE to the Tax Planner is selected. Click OK.
- The Tax Planner program opens with the current plan open.
- In the Tax Planner, click Close on the File menu.
- When prompted to save, click No.
For this example, you will close the plan without saving.
Tips & Shortcuts
- You can click the Tax Planner icon in the toolbar to quickly open the Export dialog.
- The Tax Planner can also be opened by selecting Start the Tax Planner without exporting in step 5 above.
Review
You should have been able to successfully export client 03SAMPLE to the Tax Planner program.
Troubleshooting
Problem: I don't see the client I want to export when I open the Tax Program.
Solution: You must first restore the client from its alternate location, or change your data directory in the Options to that directory.