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Understanding Lacerte data file structure and extensions

SOLVEDby IntuitLacerte Tax3Updated October 04, 2021

Lacerte's data path is where client information is stored to calculate and print returns.

To find the data path:

  • Press F10 to open the Technical Support Information window.
    • The data path is listed in the System Information tab.
  • Go to the Settings menu and click Options.
    • In the Setup tab, the Data Path field is the first one listed.

How to find data path files

The default data path is: X:\Lacerte\??Tax\#Data, where:

  • X is the drive letter where the data is stored
  • ?? is the year of the program
  • # is the module letter the data is set to
    • For example, I indicates Individual data, C stands for Corporate

Tax module identifiers are:

I = Individual (1040)
P = Partnership (1065)
C = Corporate (1120)
S = S-Corporate (1120S)
F = Fiduciary/Trust (1041)
R = Exempt Org (990)
B = Benefit Plan (5500)
T = Estate (706)
N = Gift (709)

Client information files in the data path

Inside the data path is a list of *.DBF Files. These files contain client information (Screen 1) and subclient information.

  • Subclients are dependents (Individual), partners (Partnership), officers (Corporate, Exempt Organization), shareholders (S-Corporate), beneficiaries (Fiduciary, Estate), donees (Gift), and participants (Benefit Plan).

You will also see a list of *.MDX Files. These are index files used to find records in the *.DBF files.

  • The Detail folder contains all detail screens except Client Information, Subclient Information, and Notes.
  • The Detail folder holds one file for every client in that particular tax type.
  • Client files will have a 3 digit file extension with the letter of the tax type, follow by the letter D, then the last digit of the tax year.
    • For example, a file extension of .ID9 would indicate an Individual 2009 client file.

Other folders stored in the data path

Not all folders listed here are applicable to all tax modules.

  • NOTES: contains clients notes (Screen 47) and other miscellaneous information. There will be several files with different extensions for each client.
  • BAD: stores defective Bridge and Detail files.
  • DCDATA: contains custom templates for the data conductor.
  • EF: contains e-file transmission and acknowledgement files.
  • ESignature: contains files related to eSignature.
  • EXPORT: default location for export files.
  • Link: contains files related to Intuit Link.
  • RefundsN: contains information used by Refunds Now for Rapid Anticipation Loans.
  • TaxImport: contains files related to scan and submit, and financial institution downloads.
  • TBData: contains trial balance data for all clients combined into a set of database files.
  • URN: contains information regarding users in the program.

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