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Integration with Lacerte

Activating Lacerte

Tax Software Activation allows you to add your tax software credentials to integrate with SurePrep services. Adding your tax software to SurePrep allows you to:
  • Create a binder (e.g., select a binder template based on your tax software)
    • Select a binder template and import client proforma from your tax software
  • Export client data (i.e., Export to Tax) to the tax software
  • Import client's tax return data into SPbinder
  • Create a Document Request List (DRL) for your client in TaxCaddy.

Integrate Lacerte with SurePrep

Follow these steps to activate Lacerte user login:
Go to
FileRoom
,
Admin
,
Account Setup
, then
Tax File Activation
.
Open the PBFX file once it completes downloading.
  1. When the
    Tax File Activation
     window appears, select the
    Lacerte
     tab.
  2. Select
    Add New Path
     to set the network folder location where the Lacerte software files are stored prior to uploading. A new blank row will appear.
  3. Select the
    Browse
     icon to select the path.
    For In-house returns, under the
    Lacerte Data Folders
     field, browse to the network or local path where your proforma file is located (example: .ID2, .ID3).
    For Outsource returns you need to choose the path where your backup file is located.
  4. On the
    Browse For Folder
     window, select the folder path for Lacerte Data Folder then select
    OK
     .
  5. Select the
    Save
     icon to save the details or select the
    Cancel
     icon to close without saving any changes.
    The
    Created By
    ,
    Created On
    ,
    Modified By
     and
    Modified On
     fields will be auto-populated with the User Name and the system date and time.
  6. To edit the path after it is added, select the
    Edit
     icon. To delete the path, select the
    Delete
     icon.

Lacerte Data Path

Follow these steps to view the data path where your tax return files are saved:
  1. Open Lacerte, then select
    Settings
    then
    Options
    .
  2. When the
    Individual User Options
     window appears, you can view
    Data Path
     field on the
    Setup
     tab. You can copy the current tax year path and use it to setup Lacerte tax file activation in SurePrep.

What's Next?

You must install the latest
Lacerte ODBC Driver
 to create binders in FileRoom and DRL in TaxCaddy.

This article applies to:

  • Product: SurePrep
  • Subject: Integration
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