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Lacerte Export
Liscio Support avatar
Written by Liscio Support
Updated over a month ago
  1. Go to the Clients list > Tax Type > Choose Entity (go down the list).

  2. Select all of the clients by clicking the top name at the list and clicking the shift key + end key.

  3. Once all selected, go to the Client tab at the top and click Export > Export to File…

  4. Leave Export Type to Comma Delimited.

  5. Change the name of the file to the entity type (e.g., Individual, S-Corp, etc.).

  6. Choose the following fields:

    1. Client Information

      1. City

      2. Client Full name

      3. Client Full name, last name first name

      4. Client number

      5. Client ID

      6. Corporation Name *** If it is an S-Corp, it will say S Corporation Name

      7. Email Address

      8. Federal ID Number

      9. Firm Number

      10. Postal Code

      11. Phone Number

      12. State

      13. Street Address

      14. Taxpayer Email Address

      15. Taxpayer First Name

      16. Taxpayer Last Name

      17. Taxpayer Home Telephone Number

      18. Taxpayer Mobile Phone

      19. Taxpayer Social Security Number

      20. Taxpayer Work Telephone Number

      21. Spouse First Name

      22. Spouse Last Name

      23. Spouse Email Address

      24. Spouse Mobile Phone

      25. Type of Entity

      26. Zip Code

  7. Click OK.

Data Disclaimers:

  1. Data should include first names, last names, account/client names, email addresses, phone numbers, and entity types.

    1. Email addresses are extremely important. This is how you will send your invites to Liscio. Please include as many as possible!

  2. Do not send data files via email.

  3. The cleanliness of data uploaded depends on the cleanliness of the source data.

  4. If data is in all caps, we will convert to proper case. Please know names such as "MCDONALD" will convert to "Mcdonald".

  5. Mobile numbers must be classified as such in order to go under the Mobile Phone category.

  6. If no entity types (i.e. S-Corp, Partnership, Trust, etc.) are listed, accounts/clients will default to Individual or Organization.

  7. Contacts cannot share an email address.

  8. Phone numbers without area codes cannot be imported.

  9. Duplicate Account Names and Contact Names can occur if they exist in source data.

  10. Certain fields, such as Bank Account, Notes, or Birthdates, cannot be imported.

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