Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- E-organizer
E-organizer
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
Kwang
Level 1
yesterday
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
After recent updates,
When I import tax's e-organizer, I received the following error message:
"Not able to open E-Organizer data, The firm number attached to this E-organizer data does not match your firm number:"
This is the 2nd client that I have the same problem. I spent 1.5 hours on the phone with Lacerte Tech Support on Friday and the agent wasn't able to find the root cause and fix it.
Labels
2 Comments 2
strongsilence
Level 11
yesterday
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
That means the Firm ID embedded in the .EOY / E-Organizer file header does not match the Firm ID stored in your current Lacerte installation.
This is not a client-file issue — it is a firm-configuration mismatch.
strongsilence
Level 11
yesterday
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Organizer created under a different firm setup
This is the #1 cause.
Happens when:
• You restored prior-year data from backup
• You changed firm info mid-year
• You use multiple preparer firm profiles
• Lacerte auto-generated a new firm ID after reinstall
Even a tiny change (like EIN formatting) can trigger this.
