Level 5

Lacerte SDK Unable to Connect to Individual or Partnership in Lacerte 2023

Forum|Forum|2 years ago
December 7, 2023
3 replies
16 views

We have recently installed Lacerte 2023. Clients have all been Proforma'd.

We have previously installed the Lacertetax-SDK-Installer-64-1.0.0.418.msi and it works fine with prior years tested.

I have created new ODBC connections for each Tax type, however I am unable to connect to the \LACERTE\23tax\IDATA or the \LACERTE\23tax\PDATA.

I am using MS Excel to test the ODBC Connections. When building the connection or when trying to Refresh data from a saved connection, I can access all of the tax types other than the Individual and the Partnerships. When attempting to open the Individual or Partnership types I receive error

[dataSource.Error] The Table has no visible columns and cannot be queried.

On one occasion while attempting to refresh a connection in the saved file I received the error:

Mapping Error:Reinstall Lacerte to fix this problem. Mapping file not found: C:\Program Files (x86)\Common Files\Lacerte Shared\LacerteSDK\2023\mappings.xml

If I go to the location specified there is no 2023 folder. In the 2022 or 2021 folders I do find a mappings.xml file, along with a number of DLL files. The mappings.xml file appears to have mappings for the 2 problem tax types, but no others.

The 12/6/2023 (44.0004) update has not created the missing folder or fixed the error.

E

echip234

Level 2

I'm having a similar problem. Any solution yet?

Just reinstalled 2023 again. I see the mappings file. I can query the Detail table, but not the Client Info table.

S

steven11_2Author

Level 5

I was informed there will be a new SDK. No ETA.

M

Mark Patterson

Level 2

I emailed them asking for an ETA and they responded saying they expected to have it ready by Dec. 15.

qbteachmt

Level 15

It's pretty early for Lacerte to contain all elements or even be stable. The IRS releases the schema, first, so I watch for resolution dates for known issues. That provides a bit of early warning for Lacerte updates or missing data fields.

https://www.irs.gov/e-file-providers/known-issues-and-solutions

The xlsx file for the forms of interest (by tax year) will include if specific details are even being resolved in a specific tax year or not.

Don't yell at us; we're volunteers

E

echip234

Level 2

Good to know! I appreciate everyone's comments. Thank-you.

S

steven11_2Author

Level 5

Lacerte has now released the 1.0.0.434 version of the SDK.

It installs, as before, with no confirmation.

In Control Panel => Programs and Features this displays as Lacerte SDK V1.0.343.0. What's in a "0" anyhow....

I have tested that the SDK does now pull data from the INDIVIDUAL and PARTNERSHIP tax types, and the missing folder, noted above, and mappings.xml file is now also present.

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