NO PREPARER INFO AFTER UNINSTALLING AND REINSTALLING 2024

Forum|Forum|8 months ago
October 7, 2025
2 replies
11 views

After uninstalling and installing the Lacerte 2024 and prior years, we haven't been able to update the preparer section. It shows nothing under settings/options/preparer and the modify/delete section there is greyed out not allowing us to even add them manually. I have been with lacerte tech for a second day to no avail. We have tried downloading/renaming the prep file (web & local) and updating preparer info under settings (downloading/installing). I greatly appreciate if someone here can help! BTW, I am the primary administrator & stand-alone.

Lacerte Tax

S

sewcpa

Level 6

More knowledgible community folks sometimes suggest clicking the re-license button.

Good luck

Kathi_at_Intuit

Moderator

Hi @wondiradt Welcome to the community and thanks for posting your first questions! We appreciate you sharing the details of what you’ve tried so far. To help narrow this down and determine the best next steps, can you confirm whether any of your installed Lacerte years currently show the preparer information under Settings > Options > Preparers?

**Click the 👍Thumbs up icon to say thanks on a post, and click Best Answer to mark the post that answered your question.

W

wondiradtAuthor

Level 2

Thank you, Kathy. Yes, we did. It is sad to say intuit tech support team doesn't seam to have a deeper knowledge about the innerworkings of the software. I spoke to few and it appeared they were trying what anyone can find on the internet even if they were aware we have tried those avenues already few times. There was no understanding of what was going on and/or an attempt to solve the problem besides the steps google returned to their search. When those methods didn't work and after hours of lost productivity, they tried to blame it on the "computer environment" and told me that I needed to hire an independent technician. After spending two days with them and pretty much told I was screwed, I started doing my own homework which took me extra few hours but I noticed I was able to modify the preparer info on the 2020 module and was able to transfer the 2020 firm/preparer info into the following years (2020-2021-2022-2023 and then to 2024). Once you manually enter your Firm/Preparer information, this can be accomplished through Settings-Update Prior Year Settings...

BTW, about a week ago I also had trouble starting Lacerte, that was the need to uninstall and reinstall. The tech team tried to fix for three straight days and finally i was told then to it was an environment problem and they gave up on me. One minute call to a friend fixed the issue - it was the "Windows Update." I just needed to uninstall the update and was fixed in less than a minute!

Kathi_at_Intuit

Moderator

Hi @wondiradt Thank you for the detailed follow-up and for sharing your experience — we really appreciate the time you took to document what worked for you. We’ve shared your feedback and experience with the appropriate team for further review.

In the meantime, could you please confirm whether you’re currently able to add any new preparers in Lacerte 2024? Also, are you able to modify Statuses within Settings > Options > Status tab? This will help us determine whether the issue is fully resolved or if you still need further assistance.

Thanks for your patience and for sharing your insights with the community!

**Click the 👍Thumbs up icon to say thanks on a post, and click Best Answer to mark the post that answered your question.

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