Removing a forgotten client password in Lacerte, Tax Planner or DMS

You want to remove a forgotten client password or a forgotten password on a return in Lacerte, Lacerte Tax Planner, or Document Management System (DMS).

Looking for how to password protect a client file in Lacerte? Check out this article.

Remove a forgotten Lacerteclient password

If the code didn't unlock the client file:

• Make sure you've entered the code exactly as it appears in the My Account Client Password Unlock utility. (Don't copy and paste from the website, as this can cause issues)
• Make sure that the Customer Account Number on My Account is the same as the Lacerte Customer number:
  1. Select Settings.
  2. Select Options.
  3. Select the Firm Info tab.
  4. Under Firm Information, review the Lacerte Customer number.
• If you've installed multiple prep files, make sure the Firm is set to 0; if the prep file is other than 0, the unlock code won't work.
  • To make sure the Firm is set to 0:
    1. Select Settings.
    2. Select Options.
    3. Select the Firm Info tab.
    4. Under the Firm panel view, check that the Firm is set to 0.
       • If it isn't, sign in to that Firm and try again.

Remove a forgotten LacerteDMS client password

Remove a forgotten Lacerte

Tax Planner password

If you get an Error Occured message, delete your cookies and cache and close out of all browsers before trying again. If they My Account Client Password Unlock utility doesn't return any results (or gives an incorrect code), try to access it from a different web browser.