Repair and delete locks
Only one person can open a client file in one year of UltraTax CS. Additionally, only one person can open the proforma window at a time. If you try to open a client or proforma window when someone else already has it open, you'll get an error.
If you get a message stating that another user is accessing the system, a client, proforma, or data mining, and no one actually is, do the following steps to clear locks in UltraTax CS.
- SelectHelp, thenRepair.
- Go to theFile Lockstab.
- Depending on the type of lock you need to clear, select eitherClient locks,User locks, orScreen locks.
- If you notice a lock in any of these windows, refer to theUser IDcolumn to verify who has it open. If they don't actually have it open on their computer, select the item and selectDelete Lock.noteDon't delete any locks other than the lock for the user who is no longer in UltraTax CS.
- When prompted, selectYesto delete the lock.
- SelectDoneto exit the Repair window. You can now open the system, client, proforma, or data mining tool.
Additional troubleshooting
If the steps above didn't work, or you don't see the lock, you may need to manually delete the locks in the system files.
Related Content
-
Manually delete client, user, fixed asset, and proforma file locks
Format:
Article,
3 min read
-
Error: Network limit has been reached
Format:
Article,
2 min read
