Lacerte Protected Client File

1. Sign in to My Account.
2. From the left column, select Dashboard.
3. From Helpful Resources on the right, select Client Password Unlock.
4. For the Program choose Tax Program. 
5. For Program Type choose the Tax Type of the client needing unlocked.
6. If unlocking a single client enter the Client Number and click Submit.
7. If unlocking multiple client check the Multiple Clients? checkbox and click Submit.
8. Save the code provided. You'll need this in Lacerte.
9. Open Lacerte and select the clients you need to unlock.
   • If you are unlocking multiple returns at once you must select multiple clients from the Client List for your unlock code to work.
10. Right click and choose Remove Password.
11. Enter the code from step 8 in the Enter Unlock Code field.

If the code didn't unlock the client file:

• Make sure you've entered the code exactly as it appears in the My Account Client Password Unlock utility. (Don't copy and paste from the website, as this can cause issues)
• Make sure that the Customer Account Number on My Account is the same as the Lacerte Customer number:
  1. Select Settings.
  2. Select Options.
  3. Select the Firm Info tab.
  4. Under Firm Information, review the Lacerte Customer number.
• If you've installed multiple prep files, make sure the Firm is set to 0; if the prep file is other than 0, the unlock code won't work.
  • To make sure the Firm is set to 0:
    1. Select Settings.
    2. Select Options.
    3. Select the Firm Info tab.
    4. Under the Firm panel view, check that the Firm is set to 0.
       • If it isn't, sign in to that Firm and try again.