2018 Tax Clients Missing

Forum|Forum|5 years ago
January 10, 2021
1 reply
3 views

I need to access a 2018 client tax return I prepared and opened 2018 Lacerte and ALL tax clients are missing for every type. I definitely prepared the returns on the laptop where 2018 is installed. I have copies of the pdfs of the returns on the same laptop. I see the Lacerte/18Tax folder and subfolders but am not sure how to restore all those missing clients - or why they are missing from the app in the first place. Any help greatly appreciated!

Lacerte Tax

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George4Tacks

Level 15

First: Look at the Views column on the left. Click All Clients. Sometimes something else is clicked and they seem to be gone.

Second: Use Client > Refresh (or click the icon just to the left of 18 -> 19 to refresh

Third: Settings > Options > Setup > Be sure Data path is where the data is. Typically for stand alone 2018 it should be C:\LACERTE\18TAX\IDATA or PDATA, etc for the other modules

Last try, use Client > Restore > select where you "see" the X:\LACERTE\18TAX\IDATA you say you see.

once you get this all done MAKE AT LEAST ONE BACKUP FOR EVERY MODULE FOR EVERY YEAR ON AT LEAST ONE PORTABLE DEVICE (memory stick, backup drive, CD, .....)

Answers are easy. Questions are hard!

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