added data in the client file and saved. when opening up the clients file the data entry had disappeared. I need help?

Forum|Forum|1 year ago
March 30, 2025
2 replies
25 views

clients data disappeared?

This topic has been closed for replies.

George4Tacks

Level 15

I would hope that this is a one time occurrence.

What did you do to "save" the data. It should be saved automatically.

If it repeats Contact Support

Answers are easy. Questions are hard!

P

PuzzlingInGa

Level 4

That happened to me a couple weeks ago... but it was awful. I printed the tax return (it was fine) and mailed it to the client. When I received the signed 8879 forms back and went to electronic file, a quarter of the data I had entered for that tax return was gone! It was horrible. Had to have the client PDF all the data I had mailed back to him. Thank heavens I always look at the 8879 in the computer as a "check it" procedure. It was about mid March if I recall correctly. (there might be a bug somewhere). Due to that issue, I have been over diligent in my check it procedures with every incoming signed 8879.

S

sgatlanta

Level 2

It has happened to me with a couple of client files. Entered all of the data, sent them to review, when they went to review them, all of the data was gone. It was like I hadn't worked on it at all except the client log still showed that I did in fact work in the files. Lacerte is having some serious issues this year.

George4Tacks

Level 15

@sgatlanta @PuzzlingInGa what type of network are you on? Possibly the workstation is not saving on the correct drive?

Answers are easy. Questions are hard!

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