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Lacerte - Client File Upload Instructions

Ken Kantzer avatar
Written by Ken Kantzer
Updated over 2 months ago

  1. Your Lacerte data files will be located at C:\Lacerte by default. Navigate to this folder in Windows File Explorer.

  2. Right-click the 23tax or 24tax folder -> "Compress to..." -> ZIP File (see Screenshots below).

  3. Upload the zip file to Truss!

Right Click + Compress to Zip - Windows 11

Right Click + Compress to Zip - legacy Windows

Upload the zip files to Truss!

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