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Wippy

Core

Dashboard Clients Calendar Tasks Time Tracking

Communication

Email & Messages E-File Center

AI Tools

AI Assistant Organizer Excel Magician Auto Reviewer Workflows

Billing & Reports

Invoicing Contract Labor Reports

Resources

Admin

Settings Import Data

Wippy

Core

Dashboard Clients Calendar Tasks Time Tracking

Communication

Email & Messaging E-File Center

AI Tools

AI Assistant Organizer Tool Excel Magician Auto Reviewer Workflows

Billing & Reports

Invoicing Contract Labor Reports

Resources

Admin

Entity Map Settings Import Data

D

Dummy Account

admin

Import Data

Select Type

Upload CSV

Preview & Import

Select Entity Type

Choose the return type you exported from Lacerte. Each type has different fields.

Tip: Import your 1040 (Individual) files first. This allows business entities to automatically link to their owners via matching email addresses, phone numbers, and SSNs.