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Level 2
March 5, 2021
Question

Prep File

  • March 5, 2021
  • 1 reply
  • 8 views

In one of our locations we have 2 prep files installed. This causes licensing issues. I would like to remove one of the pre files (location) but cant find how to do it. Customer support is un reachable.

Can anybody advise? 

Thank you

 

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1 reply

George4Tacks
Level 15
March 5, 2021

Here are my best guesses. Don't quote me unless I am right. 

Only guessing - Settings > Options > Firm Info > I think you may see both listed in the Firm box down to the left. POSSIBLY you can delete one there?

This tells how to install, but not remove https://proconnect.intuit.com/community/help-articles/help/installing-multiple-firms-or-preparer-files-in-lacerte/00/4024

My other guess is that there are two files in Lacerte/20tax/OPTION20 that look slightly different

My last guess is to exit the program and rename Lacerte/20tax/OPTION20/Firms.w0 to Lacerte/20tax/OPTION20/Firms.old

Enter the program and probably get an error, then go to settings and download the prep file you want. 

Answers are easy. Questions are hard!
dzaidmanAuthor
Level 2
March 5, 2021

Thank you. The first option wont work. I couldn't find a way to delete it. Probably the second is the way to go. It must work.

Regards