Troubleshooting Lacerte error when printing organizers - Client failed during processing

When trying to print client organizers in the Individual module the program is generating the following error message:

"Client Failed During Processing"

This error can be caused by a variety of issues, so we recommend trying the solutions listed below in order.

Solution 1: Update the tax program

1. Open Lacerte.
2. From the Tools menu, select Lacerte Updates.
3. Click Update.
4. Try to print the organizer again.

Solution 2: Copy and unlock the client

1. Go to the Clients tab.
2. Copy the client file by either highlighting the client from the list and using Ctrl+C on your keyboard to copy it, or when you unlock the client, Lacerte will also prompt you to make a copy before unlocking it.
3. Give the copy a new client number.
4. Try printing the organizer for the copy.
   • If the error persists, continue to the next solution.

Solution 3: Update your client database

1. Go to the Clients tab.
2. Press F3 on the keyboard, select All Clients, and then click OK.
3. From the Client menu, select Update Client Database.
   • Check the progress bar at the bottom of the screen as the program calculates each selected client.
   • When the process is complete, you will see the word Done next to the progress bar.
4. Try to print the organizer again.
   • If the error persists, continue to the next solution.

Solution 4: Repair the database

1. Close Lacerte on all workstations, or exit the Individual tax module.
2. Run the client database repair utility, CLPACK.
   • Refer to this article for instructions on running CLPACK.
3. Once you've finished running CLPACK, try printing the organizer again.
   • If the error persists, continue to the next solution.

Solution 5: Review error log for bad input

1. Within Lacerte, press F10 on your keyboard.
2. Go to the Errors tab and check for messages like this:
   • Failure during organizer print processing.  Processing of client: 11NEW was incomplete.
   • com.intuit.engine.ATE.calc.exceptions.EATECalcException: getIValue - Index out of range.  Index must be between 0 and 499
   • at com.intuit.engine.ATE.calc.indata.InDataSet.getI(InDataSet.java:80)
   • at com.intuit.engine.ATE.calc.ind.us.IndProformaCalc.VehicleProforma
     (IndProformaCalc.java:2033)
   • at com.intuit.engine.ATE.organizer.OrganizerServices.doProformaCalc
     (OrganizerServices.java:117)
3. If you find any of these error messages, go to the Detail screen for the client.
4. Press Ctrl+W to enter batch mode.
5. In batch mode, look at Screen 22 and check for:
   • Strange characters like " | " or a space followed by random letters.
   • Assets in the lower left that are incorrectly numbered (e.g. 1,2, 5 should be 1,2,3).
   • Blank depreciation assets.
6. If you find any of the above issues, make a note of the data and delete those assets.
7. Reenter the asset on the appropriate screen.
8. Try to print the organizer again.
   • If the error persists, continue to the next solution.

Solution 6: Replace the workstation's Option file

1. Within Lacerte, press F10 on your keyboard to open the Technical Support Information window.
2. Go to the System Information tab.
3. Locate and note the Option path.
   • For example, C:\Lacerte\YYtax\OPTIONYY\.
4. Scroll to the bottom and note the Lacerte workstation number.
   • For example, 004.
5. Close the Technical Support Information window and close Lacerte.
6. Browse to the Option path noted above using File Explorer.
7. Rename the file OPT###.wY by adding "-old" to the end of the name
   •  ### represents your 3-digit workstation number, and Y represents the single digit tax year.
   • For example, if the 2020 Lacerte workstation number is 002, you'd rename OPT002.w0 to OPT002.w0-old.
8. Try to print the organizer again.
   • If the error persists, continue to the next solution.

Solution 7: Remove client letter images

1. From the Settings menu, select Client Letter.
2. Locate any letters with bitmap keywords displayed.
   • For example, [BM:FILENAME:0.86:0.62]
3. Remove and replace these keywords on each letter, if applicable.
   1. Highlight the bitmap file name.
   2. Delete it.
   3. From the Tools dropdown menu, select Keywords.
   1. Select from the Categories column.
   2. Select the applicable bitmap from the Keyword Names column.
   3. Select Insert.
   4. Repeat these steps for all client letters that include a bitmap.
4. Try to print the organizer again.