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LaCerte / ProSeries printing clients as Individual Client

Overview

This article will explain how to resolve the issue with LaCerte or ProSeries printing a duplicate blank client when printing a tax return. 

Steps

  1. Update to the latest release of Lacerte or ProSeries software.



     
  2. Exit the SmartVault Desktop software by locating the arrow pointing upward on the bottom right of your screen close to the time and date (See screen shot below). Right-Click and choose Exit to completely close out of SmartVault. 



     
  3. Open the Connected Desktop 
     
  4. Search for the Individual Client that printed to SmartVault in the Connected Desktop
    Right-Click  and Delete the client entirely one by one if there are multiple clients.


     
  5. Now Re-Print the client from LaCerte or ProSeries to SmartVault as you normally would.

Considerations

These instructions on how to resolve this issue were provided Intuit. Please contact our support team for further assistance through LiveChat, email, or phone support. 

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Last modified
12:23, 18 Oct 2016

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