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How to resolve a DMS licensing error in Lacerte

SOLVEDby IntuitDocument Management SystemUpdated July 12, 2022

Trying to download, install, print to, or use Document Management System for Lacerte will result in the following error(s):

"This version of DMS is not licensed. Without a license file, DMS will only run in demo mode and will only allow one database, 5 clients, and 15 documents per client. To purchase DMS, please contact your sales representative. If you are licensed for DMS, you need to update your license file. On the DMS Tools menu, click Update License Information."

The error continues when, after browsing to the correct license/prep file, it says: "This license file does not include a current license for DMS."

How to resolve the error

After purchasing DMS and downloading it for the new tax year, the program first reads the current year's Lacerte preparer license file. If Lacerte isn't installed, you may have to download the license file separately.

Follow these steps if the current year of Lacerte is installed and licensed:

  1. Within Lacerte, go to the Settings menu and select Update Preparer Info and then Download Prep File.
  2. When a pop-up window recommends closing Lacerte, click Yes. After Lacerte closes, open it back up.
  3. Open DMS and go to Tools, then Update License Information.
  4. If it doesn't detect the license, choose to look for it.
  5. Browse to the Lacerte??taxOption?? folder for the current year on the network or local drive. (?? = the year of the program)

If the issue doesn't resolve, or if Lacerte isn't installed/licensed, follow these steps:

  1. Close DMS and Lacerte.
  2. Download the prep file from your My Lacerte account.
  3. After saving the prep.?? file, copy it to the following directory (replace the existing file if prompted): Windows Vista/7/8/10 Users: C:ProgramDataIntuitDMS.
  4. Open DMS and it should recognize it's licensed.

If you continue to receive the message "This license file does not include a current license for DMS," try opening the existing database or creating one like normal. 

  • If you can open or create the database, the program is licensed.
  • If not, contact Customer Support at 800-933-9999.

For more information

Document Management System (DMS) Frequently Asked Questions

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