ProConnect HelpIntuit HelpIntuit

Troubleshooting large client files in Lacerte

SOLVEDby IntuitUpdated November 12, 2021

Large returns present a unique challenge for the program. Their size means that they will often be slower, and can sometimes cause unexpected behaviors.

If you are having difficulty printing, calculating, locking or working in large clients, follow the steps below to resolve the issue. After each step, attempt any of the actions you were previously unable to. If the action still fails, move on to the next step.

Partnership:

Input Screen 72, Limitation on Business Interest Expense, and uncheck the box to automatically calculate Form 8990. This checkbox causes the program to cycle through all of the calculations multiple times and can’t currently be used in conjunction with huge tax returns.

Corporation:

Input Screen 87, Limitation on Business Interest Expense, and uncheck the box to automatically calculate Form 8990. This checkbox causes the program to cycle through all of the calculations multiple times and can’t currently be used in conjunction with huge tax returns.

S Corporate:

Input Screen 80, Limitation on Business Interest Expense, and uncheck the box to automatically calculate Form 8990. This checkbox causes the program to cycle through all of the calculations multiple times and can’t currently be used in conjunction with huge tax returns.

  1. From the Settings menu, select Primary Options.
  2. From the Setup tab, locate the Program Options section.
  3. Set the Show Input Warnings in the Detail tab setting to No using the dropdown list.
  4. Click OK to save the change.
  5. In the confirmation window, make sure the Update Method is Current changes only.
  6. Click Yes.
  7. An informational window will appear stating that all users must be out of the program for the changes to take effect. Don't click OK until you have made sure all users are out of the program.
  8. Once all users are out of the program, click OK.

These changes are specific to the return type module they're accessed from. These steps will need to be repeated for each module being troubleshot.

Large returns can sometimes cause Lacerte run out of memory if they get too big. We can increase the memory by editing a file inside C:\Lacerte\20tax for 2020 or C:\Lacerte\19tax for 2019.

  1. Close out of Lacerte.
  2. From within Windows File Explorer, navigate to C:\Lacerte\20tax
  3. Right-click atebridge.dll.config and select choose Edit.
    • The file should open with Notepad. If it doesn't, select More Apps then choose Notepad.
  4. Find <JvmOptions> and add <JvmOption switch ="Xmx" value="768m"/> immediately after it.
    • The line should read <JvmOptions><JvmOption switch ="Xmx" value="768m"/>
  5. The default setting is 768m, but we can increase this number for better performance. Change the value to 1768m. If you make the value too high, it can generate errors.
  6. After you have made the change, from the File menu, select Save.
  7. Open Lacerte.
  8. Try to perform the action previously failing. For example, printing.

The only thing left would be to make the print job smaller by breaking up the task into multiple print jobs. While printing smaller jobs isn't ideal because it's more work, some files are too large to be processed all at once.

For federal returns:

  1. From the Print menu, navigate to Tax Return and select Partial return.
  2. Mark the US checkbox on the far left.
    • This will select all the federal forms that are generating.
  3. Try to print with just the federal forms selected.

For state returns:

  1. From the Print menu, navigate to Tax Return and select Partial return.
  2. Mark the state abbreviation checkbox on the far left for the desired state.
    • This will select all the state forms that are generating.
  3. Try to print with just the state forms selected.
  4. Repeat these set of steps for each state needed.
  1. In Lacerte, go to Settings > Options > Setup.
  2. Make note of the current data path that shows.
  3. Change the data path to C: instead of the network drive.
  4. Press OK.

We can now restore the file to the local drive.

  1. In Lacerte, Go to Client > Restore
  2. Browse or type in the path from Step 2 of this section.
  3. In the list of available clients, select the one with the issue, then press OK.
  4. The client will appear in your client list and you can attempt to send the return again.

Note* - Lacerte is always installed on the workstation and the data will be on the server. As an alternate solution to moving the data, you can install Lacerte on the server and then attempt to e-file the client while logged into the server. If you are logged into the server and the files are stored on the server, this is functionally the same as moving the data local. This also provides the added benefit of everyone being able to see the status of the E-filed return and any changes that are made to the file.

Was this helpful?

You must sign in to vote, reply, or post
Lacerte Tax

Sign in for the best experience

Ask questions, get answers, and join our large community of Intuit Accountants users.