ProConnect HelpIntuit HelpIntuit

Addressing the Floating Point Error in Lacerte

by Intuit Updated 3 months ago

In Lacerte, you may see an error when trying to select a custom filter after you've already deleted a preparer.

To correct the preparer selection and resolve the error message:

  1. Go to Settings > Options > Display
    A computer screen with a tabula rasa menu.
  2. Expand the Client Information section using the + icon.
  3. Within the expanded list, find and add Preparer to the list of display columns by selecting it and then clicking the > icon.
    A computer screen showing a wizard for a computer.
  4. Some Preparers may have no number next to their name.
  5. Open the files that have no number and change the Preparer in Screen 1 to someone else.
  6. Change the Preparer in Screen 1 back to the Preparer that had the issue.
  7. The Preparer Column in the Client List should show a number next to the Preparer now.
  8. Repeat steps 3 -6 for each client that has a preparer with no number in the Preparer Column.
Lacerte Remote Entry ProcessingLacerte TaxLacerte Tax Planner

Sign in now for personalized help

Ask questions, get answers, and join our large community of Intuit Accountants users.

More like this

Dynamic AdsDynamic Ads