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Resolving PDF printing issues when printing from Lacerte to DMS

by Intuit Updated 5 months ago

When trying to print to the Document Management System (DMS) from Lacerte, the Lacerte program seems to send the PDF print job to DMS, but the PDF file isn't created in the DMS client folder.

How to resolve PDF printing issues from Lacerte to DMS

You can often resolve this issue by running the PDF Tool.

  1. Close Lacerte.
  2. Download the Lacerte Tool Hub Install file. Save the file somewhere you can easily find it (like your Downloads folder or your Windows desktop).
  3. Open the file you downloaded (lacertetoolhub_setup.exe).
  4. Follow the on-screen steps to install and agree to the terms and conditions.
  5. When the install finishes, double-click the icon on your Windows desktop to open the tool hub.
    PCG_LAC_TH_Icon.png

If you can't find the icon, do a search in Windows for Lacerte Tool Hub and select the program.

Step 2: Using the tool in the Lacerte Tool Hub

  1. Open the Lacerte Tool Hub.
  2. Select Printing on the left.
  3. Click on Lacerte PDF Repair Tool.
    PCG_LAC_TH_PDFRepair.png
  4. Follow the on-screen instructions to run the Lacerte PDF Repair tool.

If you continue to experience problems, see the solutions below.

You may need to manually change settings in the DMS PDF Printer.

  1. On your keyboard, press the Windows key + R.  
  2. In the Run prompt, enter control printers and select OK.
  3. In the Devices and Printers window, right-click DMS PDF Printer and hover over Printer Properties to expand your options.
  4. Select DMS PDF Printer.
  5. In the DMS PDF Printer Properties window, select the Preferences button.
  6. In the DMS PDF Printer Printing Preferences window, select the Destination tab.
  7. Select File system (if it isn't already) and its corresponding Options button.
  8. In the File system window, make sure the following settings are correct:
    • Destination file should be set to Document title.
    • Default Directory should be set to C:\ProgramData\Intuit\DMS\Temp.
  9. Select OK and OK again to close the DMS PDF Printer Properties window.
  10. Return to Lacerte and print to DMS again.

If the PDF Repair Tool doesn't resolve your issue, and you've already walked through the steps above, try removing the PDF printer and reinstalling DMS.

  1. On your keyboard, press the Windows key + R.  
  2. In the Run prompt, enter control printers and select OK.
  3. In the Devices and Printers window, right-click DMS PDF Printer.
  4. Select Remove Device or Delete Print Queue, then select the DMS PDF Printer if it's stacked on another printer driver.
  5. Browse to C:\ProgramFiles(x86)\Intuit\DMS.
  6. Run the DMSsetup.exe file and select the Repair button.
  7. Return to Lacerte and print to DMS again.
Lacerte TaxWorkflow Add-On Document Management System

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