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Tax Types are greyed out

Highlighted
Level 1

Clicking on client -> Tax Type, I can only choose 3 options (Individual, Partnership & S-Corporate), all the others (Corporate, Fiduciary, Exempt Org., Estate, Gift, Benefit Plan) are greyed-out and I can't choose them.
Any ideas why is that?

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5 Replies 5
Highlighted
Level 15

The greyed out ones have not been installed.


ex-AllStar
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Level 1

Our IT group installed the software on my computer and I know we pay rep access on the ones that are currently greyed out, where the ones that are bold/darker print and we have access to are included in the software price we pay.  Does that have anything to do with this?  

0 Cheers
Highlighted
Level 15

No. If they are greyed out they are not installed.


ex-AllStar
Highlighted
Level 15

Or Option 2 - You were not given the Trustee Rights to access those modules.


ex-AllStar
Highlighted
Level 15
Run 2019 Lacerte Web Setup again. Select all of the tax types you MIGHT want to use this year. That will add those missed on the original install.

ex-AllStar