Preparing Lacerte data for conversion to UltraTax CS

The first step to prepare data for conversion from Lacerte to UltraTax CS is exporting the data in the proper format and preparing the files for our Conversion Team. Complete the steps below to create the files you'll need to provide to convert your data for use in UltraTax CS.

If you are just getting started, check out the Conversion Toolkit before you continue with the steps in this article.

2018 forms and schedules that convert from Lacerte

If you are converting 2018 data from Lacerte to UltraTax CS, the following forms will convert.

General information Schedule Form Facsimile
Demographic Information Schedule A 4835 W2
Direct Deposit Info Schedule B 1116 W2-G
Payments Schedule C 2106 1099R
Misc. Income Schedule D 2441 1099Q
Misc. Deductions Schedule E 2555 SSA-1099
Education Expenses Schedule F 4797 1099SA
IRA Information Schedule H 5329 5498SA
Keogh/Sep/Simple Schedule J 6252
Depreciation Schedule R 8396
Auto Expenses Schedule K-1 8839
Carryovers Schedule K1-T 8886
Two Year Comparison 8938
114
5405
8594
8801
8822

Note: Select state data is converted for the state of CA.

General information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 2220
Payments Schedule E 4797
Shareholder Information Schedule F 6252
Rent and Royalty Schedule K 8609
Depreciation Schedule K-1 8886
Carryovers Schedule L 114
Two Year Comparison Schedule M-1
Schedule M-2
Schedule M-3
General information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 4797
Partner Information Schedule F 6252
Rent and Royalty Schedule K 8609
Depreciation Schedule K-1 8886
Carryovers Schedule L 114
Two Year Comparison Schedule M-1
Schedule M-2
Schedule M-3
General information Schedule Form
Demographic Information Schedule A 2210
Electronic Funds Withdrawal Schedule C 4797
Deductions Schedule D 5227
Beneficiary Information Schedule E 6252
Balance Sheet Schedule F 114
Accumulation Schedule Schedule K-1
Carryovers
Two Year Comparison
Depreciation
General information Schedule Form
Demographic Information Schedule A 990
Balance Sheet Schedule C 990T
Notes and Bonds Schedule D 990PF
Officers Schedule E
Payments Schedule G
Carryovers Schedule H
Depreciation Schedule M
Schedule R

2017 forms and schedules that convert from Lacerte

If you are converting 2017 data from Lacerte to UltraTax CS, the following forms will convert.

General information Schedule Form Facsimile
Demographic Information Schedule A 4835 W2
Direct Deposit Info Schedule B 1116 W2-G
Payments Schedule C 2106 1099R
Misc. Income Schedule D 2441 1099Q
Misc. Deductions Schedule E 2555 SSA-1099
Education Expenses Schedule F 4797 1099SA
IRA Information Schedule H 5329 5498SA
Keogh/Sep/Simple Schedule J 6252
Depreciation Schedule R 8396
Auto Expenses Schedule K-1 8839
Carryovers Schedule K1-T 8886
Two Year Comparison 8938
114
General information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 2220
Payments Schedule E 4797
Shareholder Information Schedule F 6252
Rent and Royalty Schedule K 8609
Depreciation Schedule K-1 8886
Carryovers Schedule L 114
Two Year Comparison Schedule M-1
Schedule M-2
Schedule M-3
General information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 4797
Partner Information Schedule F 6252
Rent and Royalty Schedule K 8609
Depreciation Schedule K-1 8886
Carryovers Schedule L 114
Two Year Comparison Schedule M-1
Schedule M-2
Schedule M-3
General information Schedule Form
Demographic Information Schedule A 2210
Electronic Funds Withdrawal Schedule C 4797
Deductions Schedule D 5227
Beneficiary Information Schedule E 6252
Balance Sheet Schedule F 114
Accumulation Schedule Schedule K-1
Carryovers
Two Year Comparison
Depreciation
General information Schedule Form
Demographic Information Schedule A 990
Balance Sheet Schedule C 990T
Notes and Bonds Schedule D 990PF
Officers Schedule E
Payments Schedule G
Carryovers Schedule H
Depreciation Schedule R

Before you provide data to convert

Before you prepare data for conversion, do the following to avoid issues in the conversion process.

  • Remove any client passwords. In order for the Conversion Team to work with client data, all client passwords must be removed in Lacerte before you send data for conversion.
  • Rename, renumber, or modify client IDs. If you want to modify any client IDs, do so before you send data for conversion. Client IDs must be unique across all entities in UltraTax CS.

Prepare data for conversion

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  1. Create a folder on your desktop where you will export your Lacerte data.
  2. Start Lacerte.
  3. Select the entity type to back up from the Tax Type selection in the Client Menu.
  4. In the Clients tab, select the client data to copy. To select multiple files, press the CTRL or SHIFT key while you select the data.

    For the most efficient conversion, you should send all data for a given year at the same time.

  5. Choose Client > Backup.
  6. In the Destination field in the Backup Clients dialog, enter the path to the backup folder you created in step 1.
  7. Clear the Delete original after backup checkbox, if necessary.
  8. Click OK. When the backup process is complete, you will return to the Clients tab.
  9. Repeat steps 2 through 8 for each entity type using the same path as step 1.

    The backup folder that contains the exported clients should resemble the following.

    The backup folder that contains the exported data for each entity should resemble the following.

  10. Right-click the folder you created in step 1, and select Send to > Compressed zip, or ZIP the folder using your preferred method.

    Do not password protect or encrypt the ZIP file. Doing so will result in rejection of your submitted data.

Your data is now ready to be uploaded for conversion to UltraTax CS. Continue the process by setting up a conversion on the tax.tr.com website.