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How to set up or change the data path in Lacerte

by Lacerte Tax 2023 Updated 6 months ago

The data path is the location where the program stores the client tax files. You can change the data path in the settings.

If you have a network license, you can set the data path to a local drive, or if sharing data with other with other computers on the network, you can set it to a mapped network drive or UNC path, which must be setup beforehand. 

Remember to change the data path on the other workstations to this same network location to make sure they are all accessing the same client database. Stand-alone license users can only set the data path to a local drive.

How to change your data path:

  1. From the Settings menu, select Options.
  2. Go to the Setup tab.
  3. Type in the new path in the Data Path box or select  to browse the computer for a particular path.
  4. After selecting the path, select OK.

With a network license, the data path and other settings for all users on the network can be changed at once. All users must exit Lacerte before doing these steps so these changes are applied to their user options.

  1. From the Settings menu, select Primary Options.
  2. Go to the Setup tab.
  3. Enter the new data path in the Data Path box or select  to browse the computer for a particular path.
  4. After selecting the path, select OK.
  5. To update the data path for all users, select Yes.
  6. Select No to quit without applying the changes.
  7. Select OK.
  8. Reopen the program and the data path will now be set to the desired location.
Lacerte Tax

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