Lacerte or ProSeries Tax Year Is Missing From Import Data Feature

Overview

Follow these steps to resolve an issue where the tax year(s) may be missing when using the Import Data feature in the SmartVault Desktop Software.

Resolving This Issue

  1. Close out the Import Data feature or cancel what you were currently working on.
  2. Open the User Settings from the SmartVault Launchpad and click on the Extensions tab.
  3. Disable all 3 years for LaCerte or ProSeries (choose whichever one you are using) and click OK.
  4. Reopen the User Settings from the SmartVault Launchpad and click the Extensions tab.
  5. Enable all 3 years for LaCerte or ProSeries and click OK.

If you are still encountering an issue where it does not show the year you are missing, try clearing the Connected Desktop cache. Please visit the following article for instructions on how to do so: Clear the Connected Desktop Cache

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