The Lacerte <> Juno integration works by pushing the data that Juno has extracted, directly into Lacerte. The integration will use the Lacerte Client ID to match a client's data in Juno to their return in Lacerte.
Important Note for Free Trial Users:
Prior to exporting to your Lacerte instance, you'll need to complete your free trial period. During your customer onboarding meeting, a member of our team will:
Share the integration app download link with you
Guide you step-by-step through connecting your tax software
Ensure you’re fully set up and ready to start exporting with Juno
Video Instructions:
Running the Lacerte Export
When exporting data to a client in Lacerte, you must first open the Lacerte application. The only rule is you must not have a client's return open upon initiating the export.
Then, open the Juno application and select the client you want to export. If you haven't downloaded the Juno Desktop app please visit our How to Connect Lacerte to Juno article.
Upon selecting the client ensure the documents you want to export are added. By default, Juno will skip documents that have been previously exported.
It is important to note that if you want the push data to existing forms in Lacerte ensure you select the corresponding form via the Action column dropdown. If you select "Add new form" Juno will create a new form in Lacerte. For more details on form matching please watch this video.
Once everything is configured, click "Export to Lacerte" and let Juno enter your data for you! Juno will identify which client to push the data to using the Lacerte Client ID.
When the export is completed, the Juno application will provide the following completion alert. You can now view all the imported data in Lacerte.
Still have a question?
Email us at [email protected]. We're happy to help!