If the Document Management System (DMS) is not available in Lacerte, or the checkbox is grayed out in the Print > Tax Return menu, review the following steps:
Make sure you have the latest version of DMS installed.
Open DMS.
Go to Help > About DMS.
Check the version number under the copyright line.
Close out of any programs you have open and follow the steps below:
Using Windows Explorer or My Computer, go to the folder where the DMS database is installed. If you aren't sure where the database is located, refer to this article.
Double-click DMSSetup.exe.
In the welcome screen, select Repair.
Select Next.
In the Enable DMS Toolbar screen, select Next to continue.
When the maintenance is complete, if prompted to reboot the computer, select Yes, I want to restart my computer now and select Finish.
After the computer has restarted, open DMS and then Lacerte.
Make sure that DMS is now enabled in the Print > Tax Returns window.
