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pgbcpa
Level 2
March 10, 2020
Question

Why is Screen 1. Client Info is greyed out on all Fiduciary clients?

  • March 10, 2020
  • 1 reply
  • 14 views
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1 reply

George4Tacks
George4Tacks
Level 15
March 10, 2020

That sounds like a bad install. Run 2019 Lacerte Web Setup

  1. Close all opened programs.
  2. Click on Start.
  3. Click on Programs.
  4. Select the Lacerte folder.
  5. Double-click on the Lacerte Web Setup for the the tax year you want to update. (For the 2019 Lacerte Tax program, double-click on 2019 Lacerte Web Setup.)
  6. Click Next on the Welcome window.
Answers are easy. Questions are hard!
    P
    pgbcpaAuthor
    Level 2
    March 10, 2020

    Trying to respond to George4Tacks.

    Sorry can't follow. I'm on Windows 10. What is Start? What is Windows? etc.. 

    I can navigate to the Lacerte folder and 2019 but don't see "Lacerte Web Setup" -- maybe I'm on the wrong forum. I just want to do taxes 😞

    sjrcpa
    sjrcpa
    Level 15
    March 10, 2020

    Start is the thing at the bottom left of your screen.

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