Attaching proforma files for Lacerte In-House

While submitting returns in the FileRoom for Lacerte - Inhouse, the proforma files for the return needs to be attached. Use .ID
0
files to bring in proforma data from Lacerte into SPbinder.
To locate the path where the .ID0 proforma files are located:-
  1. Open the Lacerte Tax Software
  2. Start
    ,
    Programs
    ,
    Lacerte
    , then
    2020 Lacerte Tax
    or select the
    2020 Lacerte Tax
    icon on the desktop (Tax year may vary based on your current tax year).
  3. In the tax software, go to 
    Settings
    menu then select
    Options
    .
  4. Browse to the path provided in the
    Data Path
    .
  5. After browsing to the path (L:\LACERTE\20TAX\IDATA), double-click the
    DETAIL
    folder.
    Proforma .ID0 files are located here. Each tax year will have a different extension based on the last digit of the tax year. For example, 202
    0
    will have .ID
    0,
    202
    1
    will have .ID
    1
    , and 202
    2
    will have .ID
    2
    extension.
    This path must be selected under 
    Tax File Activation
    then
    Lacerte
    .
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