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Common settings for Lacerte system administrators

SOLVEDby IntuitDocument Management System4Updated July 27, 2021

These changes should only be made by IT personnel who have researched and reviewed potential impact of the changes to their network and taken appropriate precautions to prevent data loss or downtime. Lacerte support agents will not perform these changes and aren’t responsible for the effects.

The information below addresses common network settings. Each network is unique and the suggestions below might not apply exactly to your situation. If you don’t understand these settings, don’t make any changes and contact your IT personnel or system administrator. 

Lacerte performs slowly if network speeds go below 20MB/s. All network interface cards, including the server's, should have Large Send Offload (LSO) files disabled to ensure true gigabit speeds across the network.

  • To disable LSO properties in the Group Policy Object (GPO), refer to Microsoft's Disable-NetAdapterLso.
  • To disable LSO manually on each workstation and server, you'll need to change the network adapter’s advance settings in Device Manager by following the steps below.
    1. In your Windows taskbar, in the search field in the lower left, search for Device Manager.
    2. Select Network Adapters from the list of devices shown.
    3. Select the Network Card.
    4. Select the Advanced tab and you'll see a list of options.
    5. Select Large Send Offload V2 (IPv4) and set the value to Disabled.
    6. Select OK.
    7. Reboot the computer.
    8. Repeat the above steps for each workstation.

Offline files or Sync Center should be disabled on any network share where Lacerte data or options are being accessed. On the server, the caching setting in the Share's Advanced Sharing properties should be set to: No files or programs from the shared folder are available offline.

This can cause several problems in both Lacerte and DMS, such as the program freezing, database or saving errors, or the client list displaying all of the same client. Possible causes include:

The authentication window displayed when starting Lacerte uses an embedded IE webpage which requires cookies to be accepted for Intuit domains. The Group Policy settings for cookies might be too restrictive and needs to be adjusted. For more information, refer to: WinInet Registry Settings.

Adjusting the FairShare settings on Server 2008R2 and Server 2012 has solved performance problems with some users. The author in I got dem Ol’ Slow Terminal Server (2012) Blues! reviews experiences with this problem and the settings used to solve it.

For assistance on configuring your firewall and antivirus software, refer to Firewall and Anti-Virus Software Configuration for Lacerte Tax.

You might need to reboot if a system update or program has been installed. But if you're still getting a message prompting you to reboot again, the registry key might need to cleared. For further instructions, refer to Why a Lacerte update is requiring a reboot after installation.

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