Lacerte destination
Lacerte Fixed Asset Import, from the printout
Lacerte's own community answer to “can I import a depreciation schedule from a scanned PDF” is no. The Fixed Asset Import wizard exists and works well — it just needs a spreadsheet nobody was producing. This produces it.
Two things about Lacerte that trip people up
First, the import reads .CSV and .XLS but not .XLSX, so we hand you a CSV. Second, it needs a numeric category from 1 to 8 and a numeric method code — not the method text your schedule printed. We map what we can and flag what we can't, because picking a method code on your behalf would be us making a determination about the return.
The summary schedule problem
Lacerte prints a detailed depreciation schedule and a summary one, and only the detailed version separates prior regular depreciation from prior §179 and prior bonus. Most PDFs that arrive from a prior preparer are the summary. When we detect that, we leave prior §179 and prior bonus empty and tell you they weren't printed, instead of splitting the combined figure or writing zeros. A zero there quietly breaks recapture when the asset is sold.
What Lacerte's import can't take
There is no import field for state prior depreciation or business-use percentage. If your source schedule has them, we show them on screen and name them on the download page so you can key those two fields yourself — rather than dropping them silently.
Questions
- Can I use this to move from Lacerte to something else?
- Yes. Print the Lacerte depreciation schedule, convert it, and import into the destination. That's the same job in the other direction, and it's the reason depreciation is the number-one item on any software-switch checklist.
- What about ProSeries schedules going into Lacerte?
- Fine as an input. Any printed schedule works as a source; the destination is what determines the output format.