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Troubleshooting Lacerte error when printing organizers - Client failed during processing
by Intuit• Updated 2 months ago
When trying to print client organizers in the Individual module the program is generating the following error message:
Client Failed During Processing
This error can be caused by a variety of issues, so we recommend trying the solutions listed below in order.
For more Print & PDF resources, check out our Troubleshooting page for Print & PDF where you'll find answers to the most commonly asked questions.
Solution 1: Update the tax program
- Open Lacerte.
- From the Tools menu, select Lacerte Updates.
- Click Update.
- Try to print the organizer again.
Solution 2: Copy and unlock the client
- Go to the Clients tab.
- Copy the client file by either highlighting the client from the list and using Ctrl+C on your keyboard to copy it, or when you unlock the client, Lacerte will also prompt you to make a copy before unlocking it.
- Give the copy a new client number.
- Try printing the organizer for the copy.
- If the error persists, continue to the next solution.
Solution 3: Update your client database
- Go to the Clients tab.
- Press F3 on the keyboard, select All Clients, and then click OK.
- From the Client menu, select Update Client Database.
- Check the progress bar at the bottom of the screen as the program calculates each selected client.
- When the process is complete, you will see the word Done next to the progress bar.
- Try to print the organizer again.
- If the error persists, continue to the next solution.
Solution 4: Repair the database
- Close Lacerte on all workstations, or exit the Individual tax module.
- Run the client database repair utility, CLPACK.
- Refer to this article for instructions on running CLPACK.
- Once you've finished running CLPACK, try printing the organizer again.
- If the error persists, continue to the next solution.
Solution 5: Review error log for bad input
- Within Lacerte, press F10 on your keyboard.
- Go to the Errors tab and check for messages like this:
- Failure during organizer print processing. Processing of client: 11NEW was incomplete.
- com.intuit.engine.ATE.calc.exceptions.EATECalcException: getIValue - Index out of range. Index must be between 0 and 499
- at com.intuit.engine.ATE.calc.indata.InDataSet.getI(InDataSet.java:80)
- at com.intuit.engine.ATE.calc.ind.us.IndProformaCalc.VehicleProforma
(IndProformaCalc.java:2033) - at com.intuit.engine.ATE.organizer.OrganizerServices.doProformaCalc
(OrganizerServices.java:117)
- If you find any of these error messages, go to the Detail screen for the client.
- Press Ctrl+W to enter batch mode.
- In batch mode, look at Screen 22 and check for:
- Strange characters like " | " or a space followed by random letters.
- Assets in the lower left that are incorrectly numbered (e.g. 1,2, 5 should be 1,2,3).
- Blank depreciation assets.
- If you find any of the above issues, make a note of the data and delete those assets.
- Reenter the asset on the appropriate screen.
- Try to print the organizer again.
- If the error persists, continue to the next solution.
Solution 6: Replace the workstation's Option file
- This article references default installation paths and uses YY to reference the tax year in 20YY format. C: will always indicate the local drive and X: will always indicate the network drive.
- Within Lacerte, press F10 on your keyboard to open the Technical Support Information window.
- Go to the System Information tab.
- Locate and note the Option path.
- For example, X:\Lacerte\YYtax\OPTIONYY\.
- Scroll to the bottom and note the Lacerte workstation number.
- For example, 004.
- Close the Technical Support Information window and close Lacerte.
- Browse to the Option path noted above using File Explorer.
- Rename the file OPT###.wY by adding "-old" to the end of the name
- ### represents your 3-digit workstation number, and Y represents the single digit tax year.
- For example, if the 2020 Lacerte workstation number is 002, you'd rename OPT002.w0 to OPT002.w0-old.
- Try to print the organizer again.
- If the error persists, continue to the next solution.
Solution 7: Remove client letter images
- From the Settings menu, select Client Letter.
- Locate any letters with bitmap keywords displayed.
- For example, [BM:FILENAME:0.86:0.62]
- Remove and replace these keywords on each letter, if applicable.
- Highlight the bitmap file name.
- Delete it.
- From the Tools dropdown menu, select Keywords.
- Select
from the Categories column. - Select the applicable bitmap from the Keyword Names column.
- Select Insert.
- Repeat these steps for all client letters that include a bitmap.
- Try to print the organizer again.
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