Folders and Files
URN Folder (You aRe iN)
What is the first thing we do if we determine a Detail File Swap is necessary?
Reach out to T2
What are some things you can do when encountering an access violation error?
○ Rename Proflog and Profxo
○ Rename ini
○ Websetup Force
How would a customer receive acks on their computer? walk me through it.
Share screens Efile> Step 3> Update acks
Why do we rename Proflog.py and Profx0.py to .old?
Renaming these files allows Lacerte to generate fresh versions which can resolve corruption issues without permanently deleting the originals.
How to troubleshoot printing errors?
When would you need to change the Machine ID?
If the customer is unable to receive their acknowledgement statuses.
How can we solve an index out of bounds error?
○ Test Demodata if persists then:
○ CLGRid
○ Rename ini
○ Websetup Force
○ If Demodata didn’t persist it’s a data issue
What are 3 ways we can get access to a customer's client file?
file exchange through email or toolhub
Help > Troubleshoot or F10
Communications tab
In a network setting, what is stored on the data path, option path, and program path?
Data path is where the data is located. Options are the options they have made and or share between workstations, the program path is where the program is located.
A customer calls in and says their program is stuck on the task bar at the bottom of the screen. How can you help?
Tool Hub > Reset Display
What can we do to fix a dobeforeinitialize error?
○ Rename ini
○ Rename Proflog and Profxo
○ Websetup Force
How do we find the client status screen in the program? Show me an icon and a hot key.
F4 and the thing that looks like a person at the top of the program.
What would the data path be for a standalone 2022 exempt organization client?
C:/Lacerte/22Tax/RData
When should you use Mapped Drive Utility?
If you can see a mapped drive within file explorer but you cannot see it within Lacerte or the Websetup then running the Mapped Drive Utility will allow Lacerte or Websetup to see the drive. This tool does not map drives for Windows, it allows Lacerte to see improperly mapped drives.
How do we fix a send/don't send error?
Check error log for more information and use context clues to determine the issue and fix. Error log is F10> Errors
Let me hear your esignature/ hosted pitch!
pitch
Where would you put the prep file for a network for the 2024 program?(S drive)
S:/Lacerte/24tax/option24
How to Restore a deleted client using an automatic backup?
When would you use safemode with networking? Provide an article you would show the customer for the next step
When confirming that an issue is with the cx system rather than their application. https://accountants.intuit.com/support/en-us/help-article/product-system-requirements/firewall-antivirus-software-configuration-lacerte/L2NzzsBD8_US_en_US?srsltid=AfmBOorvdtKrL3jUyhbGa8o837ej6j66BcCyBD2jHne1IqKvJwoMHBeN&uid=mevqxi8t
AND AND AND prefilter error?
○ CLGrid
○ Rename ini
○ Rename opt file (Opt file number equals workstation number)
How do I select all of my clients in a module?
File > Group Select