This article will help you resolve errors similar to the following:
"Exception occurred during EF batching client: Unable to copy database record. DB=DATA8I19, ErrorNo=1" (ErrorNo may equal 4 or 6 instead.)
If you are receiving the ErrorNo=4 variant, as pictured above, you can skip the first two sections below and perform a Detail file swap to resolve it.
This error may occur when you try to e-file a return for a variety of reasons. Follow the steps below to resolve the ErrorNo=1 and ErrorNo=6 variants and e-file.
Copy the client file:
- Go to the Client list.
- Select the affected client.
- From the Client menu, select Copy.
- Enter a distinct client number, and select OK.
- E-file the return.
You may be prompted for REP access again. However, since the client's name and tax ID are the same, you won't receive a duplicate charge.
If you're still getting the error, continue to the steps below.
Clear your temp folder:
- Close all applications on your computer.
- Search run at the Windows start menu and select the Run app.
- Enter %temp%, then select OK.
- Your temp folder will open.
- Select all of the files.
- Press Ctrl+A to select all clients quickly.
- Select Delete.
- If you see a message that certain files are in use and can't be deleted, select OK to skip the files and close the message.
- Open Lacerte.
- E-file the return.
If the error continues, perform a Detail file swap
It is critical that you perform these steps exactly. Don't delete anything from the Data folder or the Client list.
- Keep the affected client's client number on hand. For example, ORIG will signify the affected client number.
- Go to the Client menu and select Add.
- Enter a new client number (such as TEMP) and select OK.
- Go to the Help menu and select Troubleshoot.
- Copy the data path (For example, C:\Lacerte\IDATA).
- Using the file explorer, navigate to that data path.
- Open the Detail folder.
- Find the file for the new client that was created (TEMP) with the client number as the filename. For example, TEMP.ID0.
- Right-click on the file and rename it by appending OLD to the file extension. For example, TEMP.ID0OLD.
- Find the file for the affected client, such as ORIG.ID0.
- Right-click on the affected client file and select Copy.
- Right-click and paste it into the same folder.
- The pasted file will automatically include the word "copy" inserted in its name, such as ORIG-Copy.ID0.
- Right-click on the pasted file and rename it using the new client number you created in step 3.
- For our example, rename "ORIG-Copy.ID0" to "TEMP.ID0".
- Return to Lacerte and open the new client you created in step 3.
- Complete Screen 1 and Screen 2 with the client's and dependents' information (if applicable).
- Data in all other screens will copy over.
- E-file the new client.
