Level 6

Question

Client Checklist error

Forum|Forum|1 year ago
January 3, 2025
4 replies
12 views

Hello,

My yearly pain of sending the client checklist

Proseries says "Cannot create a file when that file already exists"

Using Outlook classic 64bit checked.

ProSeries Professional

This topic has been closed for replies.

IRonMaN

Level 15

I have never used the client checklist, but out of curiosity, if you are having trouble with all of your clients, have you tried deleting a client and then tried doing a fresh transfer of the client to see if that does anything for you?

Slava Ukraini!

L

LBkoolmom

Level 3

Yes, I just tried that and it did not work. same error regarding the checklist. cannot create a file when that file already exists. Out of the 980 clients at least 7 % have that error. I've called some clients to ask them if they got the email even though Outlook shows no sent item.

IRonMaN

Level 15

It's apparently an Intuit problem. Whether or not they know about it is another question. I think it wouldn't be a bad idea to try and make that terrifying call to support.

Slava Ukraini!

IRonMaN

Level 15

Sounds like misery loves company:

https://accountants.intuit.com/community/lacerte-tax-discussions/discussion/need-help-with-batch-checklist-email-on-pro-series-2024-error/01/312915/highlight/false#M48873

Slava Ukraini!

S

sprytax

Level 2

Just by dumb luck I figured out that if there are emails in both taxpayer and spouse it works the first time you try. But if it fails and you get that error there is no recovery. I keep getting the same error even if I go back and put a second email in.

Way to expensive program for these errors.

L

LBkoolmom

Level 3

reboot the PC and run Homebase maintenance. I've done it a few times and it worked. but I am emailing one at a time. If that doesn't work the work around is set up the email in outlook, then create a checklist PDF and then go back to outlook and attach the .PDF to the outlook email and make sure you create the Subject line: Important information from your Tax preparer for 2024. The email will not be password protected either. most clients prefer it that way because sometimes the .pdf will turn into a win.dat and they cannot open either. Ugh... hope that helps.

S

sprytax

Level 2

Tried this and it didn't work. Thanks though

A

Anonymous

Hi there,
Please make sure your software is updated to version 2024.05.16 Print one as a test. Next, select all you want to print and you should be successful. Reply to this thread to let us know if you've seen improvements (or the same behavior) after updating your software. See How to update ProSeries software.

@ptax255 @LBkoolmom @sprytax @JHBrands1 @IRonMaN

S

sprytax

Level 2

Thanks,

The problem is not with printing the checklist, it's with emailing the checklist. Printing works fine. It's the batch email of checklist that doesn't work.

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