CenterPoint® Accounting for Agriculture
- Interface to Lacerte
Related Help
The data in CenterPoint Accounting for Agriculture can be exported into Lacerte Professional Tax Software for income tax preparation. This two-step process does require that Lacerte is installed.
Step A: Setup the Lacerte Interface (One-time Setup):
- Select Setup > User-Defined/Tax Reports.
Note: If Lacerte Interface is already listed in the User-Defined/Tax Reports screen, you can skip to Step B.
- Select Tax Reports. Choose the Lacerte Interface and click OK.
- Click Close on the User-Defined/Tax Reports screen.
Step B: Export Data to Lacerte
- Select Reports > Reports > User-Defined/Tax Reports, and then select the Lacerte Interface.
- Specify the appropriate Report Selections. Please note that the Year & Client Code refer to that information in Lacerte. If the needed Year or Client Code are not available in the selection box, they can be typed in. Be sure to choose the appropriate Type for this client code.
- Click Print to export the information.
- In the Print Options, select Export Lacerte File. Verify the file name and location, and click Save. Select whether you would like to Export Lacerte Line Titles or Export Account Names.
- When Lacerte is opened, the Transferring Bridge Clients screen will be displayed showing the progress of the import of data from CenterPoint.
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