Lacerte Tax SDK / ODBC: How to insert new records into <CLIENT-NAME>-Detail (INSERT unsupported via ODBC)

[zurab]

Hi Lacerte Support / Tax SDK Team,

I’m using the Lacerte Tax SDK ODBC driver to read and update return data. My connection works fine for SELECT, and I can UPDATE existing rows in certain tables (e.g., <CLIENT-NAME>-Detail).

However, any attempt to INSERT a new row into <CLIENT-NAME>-Detail fails. Even a minimal literal INSERT causes the ODBC driver (LacerteCLIDSIODBC32.dll) to terminate the process, while UPDATE continues to work. This makes me think that INSERT into this table is not supported through ODBC and that new rows must be created through SDK business logic instead.

Could you please clarify:

1. Are tables like CLIENT-NAME>-Detail insertable via the Tax SDK / ODBC driver?

2. If ODBC INSERT is not supported, what is the correct SDK API/workflow to create a new record (detail row) for an Individual return?

   • Which class/method should be used?

   • What required fields/keys must be provided?

   • Are there any constraints on Series/Prefix/Code/Suffix or other hidden identifiers?

3. Is there any documentation or example code showing how to add a new “Detail” record using the SDK (not via ODBC SQL)?

4. Environment details:

   • Driver: LacerteDSIIDriver (32-bit)

   • TaxYear: 2022

   • ReturnType: Individual

   • App built x86

   My goal is to programmatically add new detail rows and then (if needed) update amounts/descriptions afterward. Any guidance or reference docs would be greatly appreciated.

   Thanks in advance,
   Zurab

[Kathi_at_Intuit]

Hi @zurab Welcome to the Community and thanks for posting your first questions! We checked on this and can't create a client using the ODBC driver. You can using the SDK api. There is an example of the code to use to do so in the SDK PDF. You can find the pdf here. We hope this helps and look forward to seeing you in the Community. 

[qbteachmt]

@zurab 

You posted in the UI end user forums.

@Kathi_at_Intuit at Intuit should give you access to the SDK user group subforum here:

https://accountants.intuit.com/community/user-groups/discussion/03/309

It's actually here:

https://accountants.intuit.com/community/lacerte-sdk-group/gp-p/501

And that second link gives me a blank listing, so I don't know which will work for you.

I'm guessing you have the reference materials, but just in case, here are the linkes:

https://developer.intuit.com/app/developer/lacerte-sdk/docs/lacerte-get-started

https://accountants.intuit.com/support/en-us/help-article/license-information/lacerte-software-devel...

Hope that helps.

[Kathi_at_Intuit]

@qbteachmt Thanks for the callout! I appreciate you catching that. I see that @zurab is already a member. I will move the post to the group and thanks for the added information.