abctax55
Level 15
01-20-2024
01:07 PM
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You can't 'cherry pick' just one of the 8-10 Lacerte files to send.
Either:
1) Do a backup (using the Lacerte BackUp function/Ctrl B) to a thumb drive & provide that to the new preparer
2) Highlight the client > Upper Menu Bar > Send via email > this will create a file that you can then email to someone (if you use Outlook), or copy the file created to a location you can access. Then draft an email, find that file you just created and attach.
HumanKind... Be Both