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

[steven]

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.

[echip234]

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.

[steven]

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

[Mark Patterson]

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

[qbteachmt]

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.

[echip234]

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

[steven]

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. 

[steven]

@qbteachmtThe Lacerte SDK is not a Tax Preparer tool and does not relate to the Lacerte program components or operations, other than it allows a technical user (developer) to connect to the Lacerte data and utilize this in 3rd Party Applications.

[qbteachmt]

"is not a Tax Preparer tool"

"to connect to the Lacerte data"

I know this. I've used it for years. The point is, there are updates from the IRS (via Congress) that add or remove fields. I recommend watching the IRS Known Issues, as you can see what's pending, errors, not going to be resolved in the current tax year, etc. It also gives you a heads up for anything new as retroactive (thanks to Congress). IRS originates the XML requirements.