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Integration with Lacerte

Export data to Lacerte

Once you are done preparing a client's binder, exporting data back to the tax software lets you sync all the captured and updated data back to the tax software. Before you export binder data to the tax software, make sure the tax return that is being exported is currently closed in the tax software (that is, Lacerte).

Export data to Lacerte

Follow these steps to export data from SPbinder to Lacerte:
  1. Select the
    Export to Tax Software
    icon from the SPbinder toolbar. Alternatively, select
    Binder
    , point to
    Export
    , then select
    Export to Tax Software
    . You can also export to tax software from FileRoom. Point to the
    OPTIONS
     column, then select the
    Picklist
     icon on that binder. Select
    Export to Tax
     from the dropdown menu.
  2. The
    Export to Lacerte
     Tax window appears. Select
    Setup
    . You can skip this step if you have already set up the export path.
  3. Select a path from the dropdown that has been set up in the
    Admin
    ,
    Account Setup
    ,
    Tax File Activation
    , then
    Lacerte
    , since you might have more than one path here. This would be in case you have set up separate locations for different tax years or if you own multiple offices.
  4. If you folder path is empty, then select
    Browse
     and select the Lacerte folder, where your tax software file lies.
  5. Select
    OK
    .
  6. To access client data, permission is required. You may see the
    Access Confirmation
     window minimized in the background. Maximize the
    Access Confirmation
     window.
    On the
    Access Confirmation
     window, select
    Grant
    . The
    Access Confirmation
     window only appears once, any subsequent attempts to access the client data will only require sign in once every 24 hours.
    On the
    Sign in
     window, enter your Lacerte sign in credentials, then select
    Sign In
    .
  7. Select
    Proceed
     to complete the export to Lacerte Tax.
  8. The export starts. Wait while the import processes.
  9. A message indicating the export was completed successfully appears.
  10. To view exported data, open Lacerte and select
    File
    , then
    Refresh
    .
  11. After Exporting data into the tax software, if the user tries to export again without entering any new data in the binder, the following window appears:

Exporting data to Lacerte with additional states

A window appears if any new States are added that were not originally proforma'd in the Lacerte tax file.
This window appears for the following reason:
For example, if you initially had
AZ
 and
CA
 as proforma states in Lacerte.
Then you manually add a new States in SPbinder (that is,
PA
 added through OCR and
NY
 added manually).
When you export data to Lacerte, you will get a warning window if additional states are detected.
Select
Ok
, to export data to Lacerte without adding a new .
Select
Cancel
 to cancel data export. You can manually add the following states in Lacerte then reinitiate the
Export to tax software
.
To manually add the states in Lacerte, open the client data in Lacerte, then select the
Assign entries to
 menu to see options.
On the dropdown menu, select
Add State
 to add a new state.
When the
Select a State...
 window appears, select the new states added in SPbinder (that is, PA, NY), then select
Ok
.
After adding a new States, select the
Assign entries to
 dropdown menu to verify it has been added.
Close Lacerte, and retry the export to Lacerte process again.

This article applies to:

  • Product: SurePrep
  • Subject: Integration
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