Troubleshooting steps for printing from Lacerte

This article will provide you with general troubleshooting steps for printing from Lacerte. After each set of steps, try to print from the program again to see if your issue is resolved.

Possible solutions to common printing problems

1. Make sure the printer is powered on and is online/ready to print.
2. Make sure all connections (parallel or USB) are secure.
3. Check the printer's console panel (at the printer itself) to correct any errors that may be displayed at the printer (out of paper, paper jam, etc.).
4. Make sure the printer paper is loaded correctly.
5. Make sure the printer isn't offline or paused.
6. Make sure Windows is communicating with the printer properly by trying to print a test page.

Checking if the printer is online

Follow these steps to make sure the printer is online:

1. In the Windows search box in the taskbar, type Printers & scanners and press Enter.
2. Select the printer and click Open queue.
3. Click the Printer menu in the new window.
4. Check whether Use Printer Offline or Pause Printing are checked.
   • If either of these options are checked, click them to clear the checks.

Printing a test page in Windows

Follow these steps to print a test page in Windows:

1. In the Windows search box in the taskbar, type Printers & scanners and press Enter.
2. Select the printer and click Manage.
3. Select Printer properties.
4. Click the Print Test Page button at the bottom of the window.

If the test page doesn't print, select the Troubleshoot button or contact your IT administrator. If the test page prints, close the Printer properties window and proceed with the next set of troubleshooting steps.

Making sure Lacerte is set to the correct printer

Follow these steps to make sure Lacerte is set to the correct printer:

1. Open Lacerte.
2. From the Settings menu, select Options.
3. Go to the Setup tab.
4. Locate the Printer Selection section.
5. Make sure the correct printer is selected from the dropdown list.
   • If the correct printer isn't selected, click the dropdown arrow and select it from the list.
6. Try printing from Lacerte after selecting the correct printer.

Printing a return to PDF

If the return prints to PDF, then Lacerte is operating correctly and the printer driver is causing the problem.

Follow these steps to try printing a return to PDF:

1. Go to the Clients tab.
2. Select a return.
3. Press Ctrl+P on your keyboard to open the Print Tax Return window.
4. Under the Return section, select Complete return.
5. Locate the Return Options section.
6. Under the Preparer Review Copy subsection, select File (PDF).
7. Uncheck all other boxes in the Return Options section.
8. Click OK.
   • If you can successfully print the return to PDF but not your printer, it could be a conflict with the program and the printer driver. Contact your IT professional to update the printer driver.
   • If you can't print the return to PDF, proceed with the steps below to uninstall Lacerte.

Uninstalling Lacerte

Follow these steps to uninstall Lacerte:

1. In the Windows search box in the taskbar, type Add or remove programs and press Enter.
2. Select [YYYY] Lacerte Tax.
   • YYYY represents the year.
3. Click Uninstall.
4. Select All Lacerte Tax modules and States.
5. In the Windows search box in the taskbar, type [YYYY] Lacerte Web Setup and press enter.
6. Follow the prompts to download and install the latest version of Lacerte.
7. Try printing again.