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DMS Option is Disabled or Grayed-Out in the Lacerte Program

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Intuit

DMS Option is Disabled or Grayed-Out in the Lacerte Program

Problem Description

In the current year Lacerte program, going to the Print menu and selecting Tax Returns, the Document Management System option is disabled or grayed-out.

Solution Description

Verify that you have the latest version of DMS installed (ver 18.1.0 or higher for TY2018).

If in Lacerte, download the latest prep file by following this article.
if in ProSeries, relicense your program by following this article.

  1. Open DMS.
  2. Go to Help -> About DMS.
  3. Check the version number under the Copyright line.

  1. If the version is anything less than 18.1.0, you will need to download the new version from your online account.

If DMS is in "demo mode" after it's installed, you will need to download your DMS license file. Click here for instructions on how to download your DMS license file.

If you have DMS 18.1.0 installed and it is still disabled in the 2018 Lacerte program, run dmssetup.exe again from within the database folder and repair the program.

Close all programs and follow the steps below.
  1. Using Windows Explorer or My Computer, navigate to the folder where the DMS database is installed.
  2. If you are not sure where the database is located, reference this Article.
  3. Double-click DMSSetup.exe.
  4. In the Welcome screen, select the Repair option.
  1. Click Next.
  2. In the Enable DMS Toolbar screen, click Next to continue.
  3. When the maintenance is complete, if prompted to reboot the computer, select Yes, I want to restart my computer now and click Finish.
  4. After the computer has restarted, launch the DMS program and then the Lacerte Tax program.
  5. Verify the DMS is now enabled in the Print Returns dialog box of the Lacerte Tax program.

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