- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
when in client tabs you highlight the client and click the client status icon at the top brings up the client status window. when you check mark the lock return and click okay it errors out that it can't perform all the operations because client is in use by the person trying to lock it.
only happening on partnership, s-corp and fiduciary modules.
this issue started last week. before users are able to lock the return from this window.
as a work around users can right clock lock return works and you can also lock it from the client window.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Hi @M1ndH4ck443 This unexpected behavior has been reported to development for further review (2024 Client Unlock F4 Indicates File in Use When Checked). I'll reply to this thread with updates when they are available.
Workaround:
From the client list, right-click and Lock Return.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
any idea of when this will get fix?
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Thank you for asking this question, this has been driving me mad since one of my users reported it.
This is only my 2nd tax season doing IT for a CPA, so i'm still trying to learn the quarks of Lacerte
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I am also have that same issue. Message says "Client in use".
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
@jrescpa1 that is a different issue. Look at https://accountants.intuit.com/support/en-us/help-article/form-1040/client-already-use-another-user-...
Answers are easy. Questions are hard!
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
NEVERMIND: I found somewhere you could right click to LOCK return. I right clicked and saw I could "remove REP lock" and did; this fixed the issue. I would like to know how REP lock got added. I didn't even know you could right click and take actions.
ORIGINAL REPLY: My reply is a month down the road; issue still exists, but not for all of my clients. I receive this message: "Client return cannot be locked because client is locked for REP processing" but it's been REPd and I've eFiled the returns (FED, AZ, CA, CO) and they've all been accepted.
I've closed and restarted program; I've updated MY ACCOUNT online for eFile status; I cannot lock this most recent client.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Try use F4 when you are on the client in the listing. That gives more "things to do and see."
Answers are easy. Questions are hard!
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
that's a different issue
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
talked to lacerte support today.
verified that the issue is only affecting the other modules except for individual and corporate.
the only thing he could do was to add me to the investigation so i can get updates.
to me I think this just need more people to complain to act on it.
you can lock the return by right clicking.
to my client it's a work flow issue. she can use the right click but processing thousands of clients a day slows her down due to the extra clicks from getting out of the status windows then look for the client and right click then lock instead of just a checkmark on the status window.
if you are having the issue call it in. ask to have you added to the investigation.
I think the more people calling to complain about the issue faster we get a resolution.
investigation number inv-120569
