Modules are Disabled or Grayed Out Under Tax Type in the Client Menu in Lacerte

If your tax modules are disabled or grayed out when you go to Client ⮕ Tax Type in the menu, follow the steps in this article.

A grayed out tax type in the Client menu means the module was not selected during the initial install. To resolve this issue you will need to run setup and install at least US (Federal) for that module. 

We recommend you run the Web Setup from your Start Menu to ensure you are getting the the latest version of the program. 

To install the missing the module:

1. Go to the Windows Start button and search for  YYYY Lacerte Web Setup to start the setup process. (YYYY represents the tax year. Example: 2023 Lacerte Web Setup)
2. Select Next at the Welcome screen.
3. On the Custom Setup  screen, select Lacerte Tax and click Next.
4. On the State Selection Screen. Check the boxes corresponding the modules and states you wish to install.
5. Select Next to continue.
6. Review the settings on the final screen and press Install to begin the installation.
7. Once the installation is complete, select Finish to exit.

Open Lacerte. The tax module will now be available under the Tax Type menu.

This sometimes happens if a machine was meant to be installed as a workstation on a network but was installed installed as a stand-alone. Check the System File Path; if it's local but should be on the network, change it to the appropriate network location.