How to resolve the AND AND AND Pre-Filters issue

Before you start:

• Clients may be missing, or your caller may be receiving an error, when you notice that Lacerte has Pre-Filters showing as AND AND AND. This indicates a problem with their opt file that a CLGRID may resolve.
• This article uses YY to reference the tax year in 20YY format.

Clearing the AND AND AND Pre-Filters using CLGRID

If you are a Lacerte Hosting user, you will need to contact support to have a custom shortcut added before you can perform the following steps.

1. Close Lacerte.
2. Set up CLGRID:
   • For non-Intuit Hosting users:
     1. Right-click on the Lacerte shortcut for the impacted year and select Properties.
        • If you right-clicked on a Lacerte shortcut pinned to the Windows Taskbar you'll also need to right-click on 20YY Lacerte Tax to get to the option for Properties.
     2. In the Target field, at the end after the exe, add a space and type CLGRID.
     3. Click OK to Save.
3. Open Lacerte using the modified shortcut.
4. From the Reset Client Grid for which program pop-up you'll be prompted to select the Tax Program (aka tax type or module).
   1. Select the Tax Program and click OK.
      
   2. Click OK in the Information Reset Client Display Grid pop-up.
      
   3. Click OK when you get an error advising DoBeforeInitialize: Exception = Operation aborted.
      
   4. Open Lacerte using the modified shortcut again and repeat these steps for all Tax Program choices.
      • You don't have to run this for all tax types if it is only effecting one.
5. Once the CLGRID has been reset for each tax type:
   • For non-Intuit Hosting users:
     1. Right-click on the Lacerte shortcut for the impacted year and select Properties.
     2. Remove the CLGRID.
     3. Click OK to Save.
6. Open Lacerte and confirm the AND AND AND Pre-Filter is gone. If the issue remains their opt file will need to be renamed.
7. For non-Intuit Hosting users, if CLGRID and renaming the opt didn't resolve, press the F10 key while in Lacerte and check the Program path. There have been instances of this issue happening when the program was installed somewhere other than the C:\ drive.

Locating and renaming the opt

1. Press the F10 key while in Lacerte.
2. Locate the Option Path and the Lacerte Workstation Number. Make a note of both.
3. Close Lacerte.
4. Open Windows Explorer.
5. Navigate to the option path.
6. Locate the OPT[LWN].w[Y] file associated with the workstation, where [LWN] is the Lacerte Workstation Number and [Y] is the last digit of the tax year.
   • For example, if your workstation number is 003 and you're working in Lacerte 2020, look for OPT003.w0.
7. Right-click on the associated file and rename it to OPT[LWN].old.