Revision History

Interface  
Name  
Usage  
Methods  
Description  
ILacerteAccess
Provides multiple
interface
implementation to use
.Net Library
CreateTPRegister
Create an interface which
registers third party integration with 
SDK
CreateDBFReader
Create an interface which is capable of 
reading data from a DBF file
CreateDBFWriter
Create an interface which is capable
of writing data from a DBF file
ITPRegistration
Can be created by calling
CreateTPRegister, used
for third party 
registration
Register
Provides a way to register
third application to SDK
IDBFReader
Init
Initialize the IDBFReader interface

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Lacerte Software Development Kit Developer Instructions 
pg. 19
Interface for reading 
data from DBF file
ReadFromDBFData
Read all data from a DBF file
in XML file format
IDBFWriter
Interface for Writing 
data to DBF file
WriteToDBFDatabase
Write to a DBF file with 
specified field name
IClient
Interface for representing 
a Lacerte client
IClientList
List of IClient represents a 
Datapath
SetDataPath
CreateClient
GetClientList
Using SDK Library as a COM component 
SDK library is designed as a COM library and can be loaded as COM component by referencing COM tlb 
files. Below example gives an example of loading component as COM from a VB project.
1. Go to COM object reference (which will list all TLB registered)
2. Select LacerteSDK_Access, LacerteSDK_Interfaces and LacerteSDK_SharedInterfaces from list of 
available TLB files
3. Write your on method to use SDK library with sample code below:

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Lacerte Software Development Kit Developer Instructions 
pg. 20
Register Third-party Integration with Lacerte SDK
To ensure the Lacerte customer’s data is properly protected, we require every third party application to
“register” their integration with the SDK. This registration will show the consent dialog below for the 
Lacerte user to confirm and allow your application to access the data. Grant permission is required to 
use Lacerte data from any third party application.
User experience of Registration
Registration calls to SDK will show the user consent window once per user, per system for the 
application which is using the Lacerte SDK. Users have to click Grant permission to make any read or 
write operations using the SDK.
Login to SDK
Lacerte SDK needs user authentication similar to Lacerte login. When a user click on grant permission, it 
prompts a login UI as below, where-in user have to use Lacerte login credentials to login to the SDK. The 
login UI will prompt every 24 hour for re-login.

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Lacerte Software Development Kit Developer Instructions 
pg. 21
Steps to perform registration
1. Create an instance of ILacerteAccess interface
2. Using instance from #1, call ITPRegistration creation through CreateTPRegister
3. ITPRegistration instance can be used for calling register
Sample code for registration as .Net library
ILacerteAccess
objLacdriverTest = 
new
LacerteAccess
();
ITPRegistration
objReg = objLacdriverTest.CreateTPRegister();
TPSDKStatus
Access = objReg.Register(
"Lacerte Test Harness"
,
"9C3EF09C-DA54-4531-9A82-8F1EEA922AE0"
, 
"2018"
);
if
(Access == 
TPSDKStatus
.AccessGranted)
{ 
MessageBox
.Show(
"Access Granted"
);
}
Sample code for registration as COM object (from a VB Project)
Dim AccessObj As LacerteSDK_Access.LacerteAccess
Dim RegObj As LacerteSDK_SharedInterfaces.ITPRegistration
Set AccessObj = New LacerteSDK_Access.LacerteAccess
Dim Status As TAPIStatus
Set RegObj = AccessObj.CreateTPRegister Status = 
RegObj.Register("Test-App", "99999-897", "2018")

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Lacerte Software Development Kit Developer Instructions 
pg. 22
Above code will pop-up an access dialogue box followed a by sign in windows to login to SDK.
Parameters for Register function
1. String – ThirdPartyName (Third party application name)
2. String – AppID – Unique GUID to recognize the third party application
3. String – TaxYear – Tax year of the program where third party application reading data.
Return Status: (TPSDKStatus status enum)