How do you save your information in Lacerte

Forum|Forum|5 years ago
January 12, 2021
3 replies
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Lacerte Tax

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PhoebeRoberts

Intuit Community Champion

It saves semi-automatically.

Under Settings, Options, Setup, Numeric Detail Input you can set the Automatic Detail Save frequency, but even if it's disabled, exiting Lacerte normally or viewing Forms will save.

I personally have it set to save every minute (as often as possible), and when I've had a crash, I generally have lost minimal input. The downside is if you totally screw something up (over-zealous deleting, anyone?), you can't go to Detail, Abandon Changes and undo it unless you notice really quickly.

sjrcpa

Level 15

In Options, Setup, set Automatic Detail Save.

The more I know the more I don’t know.

abctax55

Level 15

What the other girls say....

I will comment that setting it to save every minute *MAY* slow the system down, depending on your set-up.

And I'm really glad I don't have "premature delete" issues 😉

HumanKind... Be Both

PhoebeRoberts

Intuit Community Champion

One of my carryover notes for one of my clients has a detailed list of proforma'd things that should be deleted (prior-year IDCs from pass-throughs because I calculate excess IDCs at the entity level, state source passive carryovers for AMT because none of the states involved have a state-level AMT), which things shouldn't be deleted (state-source passive carryovers for regular tax), and how to get the amounts to key back in when you delete the wrong thing.

I find the automatic error checking (those little red !s in the Detail screens) slows my computer way down, but I've never noticed a significant lag due to auto-save.

abctax55

Level 15

@PhoebeRoberts

I use a NAS, and Lacerte's performance when using it (and they do NOT support it) has slowed substantially in the last two years.

I've tried playing with the auto-save, and with the error notification (red dots) as well as not showing appointments on the display. They all seem to help.

HumanKind... Be Both

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