I'm currently able to connect to the current tax year, 2020, via ODBC just fine, but if I point to 2019, I get 'Unable to perform authorization check. The LacerteTax application must be setup and have resolved the proper realm id.' I do have Lacerte 2019 installed. Here's my connection string:
driver=LacerteDSIIDriver; DataDir=C:\LacerteData_\19tax\SData; TaxYear=19; ReturnType=SCorporate
I'm certain this is correct.
I can see client data in the 2019 app, if that helps at all. I can also connect to 2019 via the system DSN with Excel. I get prompted to Grant, and prompted for credentials. That does not happen in my .NET app. For 2020, it happens.
Any thoughts? Is there something special I have to do for previous years?
Thank you in advance.
My understanding was that a separate connection was required to be set up--on the "User DSN" tab in the "ODBC Data Source Administrator" portion of Control Panel--for *EACH* combination of year/module that you wanted to have the ability to open.
So "2020 IND" <> "2020 SCO", and neither of them works for "anything at all in 2019".
Have you set up an additional connection there?
That's what I suspected I'd have to do, but the SDK docs led me to think that I could dynamically generate connection strings, which I can for the current tax year. Or I misread. I'll give it a shot and report back. Thank you for the reply.