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How to Download Your Data Files

As part of migrating your firm to the new hosted environment, we’ll need a copy of your Lacerte data and program options. This ensures we bring over all client files and configuration settings for each tax year you are migrating.

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You’ll need to perform the steps below inside your Rightworks hosted environment, where your Lacerte files and folders currently live. Once you’ve gathered the folders for a given tax year, zip them together before uploading to the OneDrive link we’ve provided.  Meaning, you'll need to perform these steps for each year of Lacerte you a migrating over.

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Step 1: Log in to Your Rightworks Hosted Environment
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  • Connect to your Rightworks hosted desktop as you normally do.

  • Open File Explorer inside the hosted environment.

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Step 2: Locate the Lacerte Data and Options Folders
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  1. Navigate to your Lacerte installation directory: C:\Lacerte\YYtax

    • Replace YY with the two-digit tax year (e.g., 23tax for 2023, 22tax for 2022).

  2. Look for the following folders:

    • IDATA (Individual client files)

    • PDATA (Partnership client files)

    • CDATA (Corporate client files)

    • SDATA (S-Corporation client files)

    • FDATA (Fiduciary client files)

    • RDATA (Exempt Org client files)

    • TDATA (Estate client files)

    • NDATA (Gift client files)

    • BDATA (Benefit Plan client files)

    • OPTIONYY (Options folder for that tax year)

  3. If you don't have one of these folders, that's okay.  That just means you haven't prepared that specific form type for the year you are looking at.​

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Screenshot 2025-07-13 at 5.41.55 AM.png

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Step 3: Copy and Zip Each Tax Year
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  1. Select all the folders listed above for one tax year.

  2. Right-click and choose Copy, then paste them into a temporary location (like your Desktop inside the hosted environment).

  3. Right-click the new folder and select Send to > Compressed (zipped) folder.

  4. Name the zip file clearly with the tax year, for example:

    Lacerte_2023.zip, Lacerte_2022.zip, etc.

  5. Repeat these steps for each tax year you are migrating. Each year should have its own zip file.

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Step 4: Upload to the OneDrive Link
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  1. Open the OneDrive link provided by our team.  This OneDrive link is specific to your firm.

  2. Upload each zip file you created (one per tax year).

  3. Wait for all uploads to finish before closing the browser.

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Important Notes
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  • You do not need to copy the full Lacerte program—only the data and options folders for each tax year.

  • Naming the zip files clearly by tax year helps our team keep everything organized.

  • Please ensure each tax year is zipped separately before uploading.

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