Importing Tax Information
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 import client data into the Tax Planner from the Lacerte Tax Program. |
LESSONS
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Facts
Open the Tax Planner and import sample client 03SAMPLE from the Tax Program.
Program Considerations
- You can import any number of clients into the Tax Planner, however, you can only import them one at a time.
- The Tax Planner Import box lists clients in the current individual tax program data directory and uses the display columns that are used in the tax program.
- When you import a client file from the tax program, all individual entries automatically transfer into the Tax Planner.
How?
To import a Lacerte Tax client:
- Start the 2005 Tax Planner program.
- Select Import a Lacerte Tax client.
- Click OK.
Note: If the Don't show this dialog box again box was checked, this will not appear when you open the program. If so, click Import Tax Client on the File menu.
- Select client 03SAMPLE and click OK.
- The Tax Planner program opens with the current plan open.
- Click Close on the File menu.
- When prompted to save, click Yes.
- Save as A Couple (defaults to last name) by clicking Save.
Tips & Shortcuts
- You can click the Import icon in the toolbar to open the Import dialog.
- If you have multiple data directories, it will probably be easier to export. This is because you do not have the option to search multiple directories (Tax Planner uses the current data directory) when importing.
Review
You should have been able to successfully import client 03SAMPLE into the Tax Planner program.
Troubleshooting
Problem: I don't see the correct list of clients when I attempt to Import.
Solution: The Tax Planner looks for clients in the last data directory that was active in the Tax Program. Open the Tax Program and verify the client exists in the current data directory.