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Lacerte program is running slow

Intuit Help
Intuit

Lacerte program is running slow

If your Lacerte program is running slow, first make sure your computer meets the Lacerte system requirements. If your system does not meet our system requirements, you may incur performance issues.

If you are using Lacerte on a network,

Evaluate your network performance

An easy way to test network performance is to copy the Setup20 folder from the server to the Desktop on a workstation. You don't need to wait for the whole folder to copy; you just want to see the speed at which it is copied over.

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Click the More details down arrow while it is copying to see the speed.

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You want to check the last item listed: Speed. When performing this test, speed should fall between 30-60MB/second, or more. If it is significantly less than 30 MB/second then your network performance is likely affecting Lacerte performance. A common solution for this is to move from 100MB switches to 1GB switches. Please consult your IT for this.

Once you verify the speed click Cancel and you can remove the Setup20 folder off the desktop.

If Lacerte is slow on some workstations and gets progressively slower throughout the day, consult this article.

If your system meets the system recommendations and your network speed, if applicable, is sufficient, perform the steps in the sections below and check the program performance after each set of steps.

Some performance issues may be specific to a particular tax type. Switch to a different tax type to test performance. If performance is an issue during program startup, then switch to a different tax type and close the program. The program should then open to the new tax type. If the issue is specific to the tax type, it may be due to an issue with the database for that type, or due to the size of the database which would be a limitation of your system's resources (CPU usage, available RAM, network speed, disk speed, etc.)

If it is tax type specific, try a database repair. Follow CLPACK: Running the Lacerte Client Database Repair Utility.

There are a few columns that are known to sometimes cause slowness on the Clients tab. Specially the Intuit Link column and Appointment information columns.  Intuit Link column is used for inviting clients to Link and keeping up with their Link progress.  The appointment columns displays date, time, and other information regarding the clients appointment with the preparer.  Try remove the following columns from the display to see if that improves performance.

  • Intuit Link (Individual module only)
  • Appt. Date
  • Appt. Location
  • Appt. Preparer
  • Appt. Time

For information on how to adjust your display columns, please see Modifying the Display Columns on the Clients Tab.

  1. Close the Lacerte program.
  2. Rename the file W??TAX.ini to W??TAX.old. For example; if the problem is occurring in 2016, rename the W16tax.ini file to W16tax.old.
  • 2009 - 2019 Lacerte programs, file locations are:
    • Windows 7, 8, & 10  users, C:USERS<username>AppdataRoamingLacerte
  • 2008 Lacerte Tax and earlier file location:
    • C:Windows
  • NOTE: Some of these folders are hidden folders and you will have to enable hidden file and folders.
    1. Press the Windows key + E.
    2. Go to the Tools or Organize menu and click Folder Options.
    3. Click on the View tab and find the Hidden files and folders section.
    4. Select Show hidden files and folders and click OK.
  1. Open Lacerte and try the operation again.

There can be a significant slow down if you have an anti-virus, back-up programs, or other program with real-time file scanning active on the Lacerte folders. To avoid this you will need to exclude the Lacerte folders on the server and on the affected workstations. In some cases, the scanning program needs to be turned off, disabled, or uninstalled to test if it is causing any performance degradation.

The folders to exclude are detailed in the Anti-Virus Configuration section of Security Software (Firewall and Anti-Virus) Configuration for Lacerte Tax.

After excluding the folders from real-time scans, open Lacerte and test to see if the overall performance has improved.

If your program is running slow, you could consider performing a "clean boot." This operation starts the computer by using a minimal set of drivers and startup programs. This can help you troubleshoot the problem.

Note: This process is normally safely done on a workstation, but performance issues network wide are often caused by something on the server. Please consult with your local IT before attempting to run a server in a clean boot mode.

"Clean boot" (sometimes referred to as "selective startup") is an effective troubleshooting technique which restarts the machine in a state with minimal drivers or startup programs. This can help determine if the issue is being caused by Lacerte or ProSeries, or if it's being caused by a third-party driver or application (for instance, if the problem no longer appears in a clean boot, it is likely being caused by third-party software). If you are uncomfortable restarting in a clean boot, consult your local IT before proceeding with the following Microsoft article:

After the computer has restarted, open the Lacerte program and try the operation again.
If the program performance improves, then one or a combination of programs or services is causing Lacerte to run slow. To find out which program or service it is, run msconfig again, re-enable the programs and services a few at a time, and restart your computer, as described in the above article. Eventually, you should be able to narrow it down to a specific item causing a performance degradation

If performance does not improve with a clean boot, then re-enable all disabled items.

This is a feature that auto-calculates during input in a return to provide e-file diagnostics in real time.

  1. Go to Settings -> Options (or Primary Options) -> Setup tab.
  2. Set Show Input Warnings in the Detail tab to No.
  3. Click OK.
  4. Test the performance of the program.

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