Push client data to a previous year Lacerte

8 votes

We will sometimes get clients that need the current year and prior year tax returns done. OfficeTools is limited in that we can only push their data to the current year. We need the ability to push to multiple years of Lacerte, otherwise OfficeTools isn't fulfilling it's purpose.

Under consideration Suggested by: Joey Upvoted: 26 Jul, '23 Comments: 0

Comments: 0