1. Login to Lacerte and open the client
1. Login to Lacerte and open the client
1. Log in to Lacerte.
2. Select "Client" > "Send Via E-Mail..."
2. Drag and Drop .TC4 Lacerte file to Truss
2. Drag and Drop .TC4 Lacerte file to Truss
1. From the "Send via E-Mail" window in Lacerte, drag over the TC4 doc into 🚀 Send to Truss Prep window.
2. Drag in Prior Year return PDF as well
What to do when the Return is Prepped
Accessing Your Completed Returns
Accessing Your Completed Returns
1. In Truss, go to the 🚀 Truss Prep screen > select "View"
2. Under the "Files" column, click on the Client Data: .TC4 file to download.
3. Open the file > Lacerte will pop up and ask if you'd like to "Replace" or
"Create a copy" > In Lacerte, Double-click the client to open file
