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IntuitBettyJo
Community Manager
September 23, 2022

2022 Lacerte Tax Program Update is Live and Available for Download (Updated 2/8/2024)

  • September 23, 2022
  • 84 replies
  • 277 views

Latest Update: Release Version 44.0211

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

New for Tax Year 2022, Lacerte notification inbox. See this article for more information.

 

Individual

 

 

S-Corporation

  • New Jersey Form CBT-100S, Schedule SJC Part I Signing Officer Name Only Displays Title (second item)

 

Partnership


 

Corporate

 

 

Fiduciary



Exempt

 

Global

 

 

Benefit

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

This page can be accessed from within Lacerte;

  1. From the Tools dropdown menu, select Lacerte Updates.
  2. Click on the link, Click here to view detailed information on all available Lacerte updates.

 

Related Help Articles:

How can I check which version of Lacerte I have installed?

 

Note: Windows Operator Updates will prompt a system reboot

This topic has been closed for replies.

84 replies

Level 5
March 17, 2023

Latest Update: Release Version 43.0317

 

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

 

New for Tax Year 2022, Lacerte notification inbox. See this article for more information.

 

Individual

 


S-Corporation

VA - PTET schema update

 


Partnership

VA - PTET schema update


Corporate

 


Global

 


Fiduciary

NC - D407, Sch A



Exempt

 

 

 

Operators


 

Benefit

 

 

 

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

 

 

This page can be accessed from within Lacerte by selecting Tools > Lacerte Updates. Click on the link, Click here to view detailed information on all available Lacerte updates.

 

Related Help Articles:

 

How can I check which version of Lacerte I have installed?

 

 

 

 

 

 

 

 

Level 5
March 20, 2023

Latest Update: Release Version 43.0320

 

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

 

New for Tax Year 2022, Lacerte notification inbox. See this article for more information.

 

Individual

 


S-Corporation

 

 


Partnership

 


Corporate

 


Global

 


Fiduciary

US - Updated Schema v6.0



Exempt

US - 990-T v7.0 & 990 v5.0 Schema

 

 

Operators


 

Benefit

 

 

 

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

 

 

This page can be accessed from within Lacerte by selecting Tools > Lacerte Updates. Click on the link, Click here to view detailed information on all available Lacerte updates.

 

Related Help Articles:

 

How can I check which version of Lacerte I have installed?

 

 

 

 

 

 

 

 

Level 5
March 21, 2023

Latest Update: Release Version 43.0321

 

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

 

New for Tax Year 2022, Lacerte notification inbox. See this article for more information.

 

Individual

AR - Added XML modifier
AZ - QCO(321) & QFCO(352) updated
DC - Calc updated
IA - Various changes
IL - Updated calc
MN - Various updates, Added diag
NJ - 1040X Graphic; Updated expression condition; 1040NR STMT
NM - Modified calc; Fixed validation error
OR - Various changes
PA - Fixed voucher, Various changes
RI - Letter changes
US - Various changes; Remove 8911 Watermarks
VT - Updated XML schema


S-Corporation

AL - Various changes
HI - Updated XML
IL - Updated calc, cleared regressions
NC - ESFF
OR - Input sheets
PA - Updated graphics, watermarks, lasermapping
US - Remove 8911 Watermarks/Updated calc
WI - Updated calc, input sheets

 


Partnership

AL - Added QBI worksheet, Various changes
GA - Updated calc to fix error
HI - Updated XML
MN - Updated calc, input sheets, BAR and cleared regressions
NC - K-1 Line 6 updated, Corrected calc
NJ - Partner Directory Bug Update
OR - Input sheets
PA - Fixed voucher, Various changes
US - Remove 8911 Watermarks/Updated calc


Corporate

AL - Various changes
GA - ITCR fnz ef tags
NE - NE Corp Amended form (1120XN) update
OR - Input sheets
PA - Updated graphics, watermarks, lasermapping
US - Remove 8911 Watermarks/Updated calc
VA - Schema version


Global

OR - Added diag
PA - Fixed voucher
US - For 5471


Fiduciary

AL - Various changes
AZ - Diag fix
LA - Fixed calc
MD - Form NBD version Form version update
OR - Input sheets



Exempt

US - Updated calc; 990-T Final ATS change for SL Depr 990T SchA

 

 

Operators


 

Benefit

 

 

 

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

 

 

This page can be accessed from within Lacerte by selecting Tools > Lacerte Updates. Click on the link, Click here to view detailed information on all available Lacerte updates.

 

Related Help Articles:

 

How can I check which version of Lacerte I have installed?

 

 

 

 

 

 

 

 

Level 5
March 23, 2023

Latest Update: Release Version 43.0323

 

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

 

New for Tax Year 2022, Lacerte notification inbox. See this article for more information.

 

Individual

CA - Various changes
CO - Added diag; Fixed spouse name printing issue
IA - Updated XML elements, 8915 Diag Removal
KS - 8915 Diag Removal
KY - Various changes
ME - 8915 Diag Removal
MI - Various changes
MN - Updated BAR, Validation failure
MT - Update EFXML modifier for form 2, Updated line 3, 8915 Diag Removal
ND - 8915 Diag Removal
OH - 8915 Diag Removal
OR - Input sheet changes
US - Updated Form 5471 (5471 Watermarks)


S-Corporation

AR - Updated various calc files
CA - Fixed inputs, Module updated
CO - Added diag
GA - Updated quality plan
KY - Various changes
MA - M-2210 Watermarks, Override fixed
MD - Updated letter sections
MO - Various changes
MS - Added composite diag
NC - Form CD-429 PTE fix
OR - Input sheet changes
PA - Requirements adjusted (Sch H)
US - 5471 Watermarks; Overrides fixed

 


Partnership

AR - Various changes
CA - Reviewd Schema, module updated, identified missing tags
CO - Added diag
IA - Updated calc, Various changes
KY - Various changes
MA - M-2210 Watermarks, Override fixed; 8453-P Watermarks/diag in PTO
MO - Various changes
OR - Input sheet changes
US - 5471 Watermarks; Overrides fixed


Corporate

CA - Reviewd Schema, module updated, identified missing tags
CO - Added diag
KY - Various changes
NY - Fixed validation error NYC-2 SchF Pt3
OR - Input sheet changes
US - 5471 Watermarks


Global

CO - Added diag
MA - Override functionality fixed
MI - Various changes
MO - Added graphics, Various changes


Fiduciary

AR - Diag fix
AZ - Diag adjusted
CA - Reviewd Schema, module updated, identified missing tags
CO - Added diag
IA - K-1 issue fixed, Fixed printing issue
LA - Lasermap added
MA - M-2210 Watermarks
MI - Various changes
US - Various changes



Exempt

CA - Reviewd Schema, module updated, identified missing tags
US - 5471 Watermarks; Graphic redelivery and lasermap

 

 

Operators


 

Benefit

 

 

 

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

 

 

This page can be accessed from within Lacerte by selecting Tools > Lacerte Updates. Click on the link, Click here to view detailed information on all available Lacerte updates.

 

Related Help Articles:

 

How can I check which version of Lacerte I have installed?

 

 

 

 

 

 

 

 

Level 5
March 24, 2023

Latest Update: Release Version 43.0324

 

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

 

New for Tax Year 2022, Lacerte notification inbox. See this article for more information.

 

Individual

 


S-Corporation

 

 


Partnership

KS - Fixed defect, Updated regressions and BAR


Corporate

 


Global

 


Fiduciary

 



Exempt

 

 

 

Operators


 

Benefit

 

 

 

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

 

 

This page can be accessed from within Lacerte by selecting Tools > Lacerte Updates. Click on the link, Click here to view detailed information on all available Lacerte updates.

 

Related Help Articles:

 

How can I check which version of Lacerte I have installed?

 

 

 

 

 

 

 

Level 5
March 28, 2023

Latest Update: Release Version 43.0328

 

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

 

New for Tax Year 2022, Lacerte notification inbox. See this article for more information.

 

Individual

AL - Updated calc
AR - New codes created and calc updated
AZ - QCO(321) & QFCO(352) updates
CT - Modifier updates
HI - Added diag
IN - Fixed defect; Updated BAR and dependencies, Obsolete credit removed
KY - Fixed calc
MD - Overstating fixed, IND MD Form 502 Page 2 Line 10a Pension Excl wksht, Updated diag,
MO - Updated conditions, Updated calc
NC - Updated calc
OR - Estimates removed
SC - Updated calc
US - Updated calc


S-Corporation

AR - Added block
CA - Updated graphic
IN - Various updates
LA - Updated diags
NM - Updated calc
OK - Updated calc
RI - Estimated Payments Electronic Payment Requirement updated
US - Removed checkboxes

 


Partnership

AR - Added block
CA - Updated graphic
IN - Various updates
LA - Various implementations
MD - Updated calc
MO - Added checkboxes, Fed Dep (OSI)
OK - Updated calc


Corporate

GA - Updated calc
RI - Estimated Payments Electronic Payment Requirement updated


Global

MO - Federal Form 1125-A Line 5 population error fixed


Fiduciary

ID - ID Form 66, Page 2, Schedule A, line 17 issue fixed



Exempt

US - Print issue fixed

 

 

Operators


 

Benefit

 

 

 

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

 

 

This page can be accessed from within Lacerte by selecting Tools > Lacerte Updates. Click on the link, Click here to view detailed information on all available Lacerte updates.

 

Related Help Articles:

 

How can I check which version of Lacerte I have installed?

 

 

 

 

 

 

 

 

Level 5
March 30, 2023

Latest Update: Release Version 43.0330

 

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

 

New for Tax Year 2022, Lacerte notification inbox. See this article for more information.

 

Individual

AR - OSTC calc change
AZ - 1099G generation update
IA - AMD EF Wizard
IL - Updated calc
MD - Client letter update
ME - Table update
MT - Updated BAR, Modifiers, DNA
NE - Diag for updated instructions
NJ - Planner
NM - Updated validation expression, PSET, Reverted ODT tag change
NY - Added line 39, Created new block, IT-216 Ln 15; Planner Form IT-203-F fix for override code in series 1209, code 43 Tax planner change and need IND Common
TN - Added diag
TX - Validation error fixed
US - Various changes
VA - Various changes


S-Corporation

IA - Various changes
KY - Various changes
MA - 355-7004 watermark, Diag updated
MO - Various changes - Watermarks
MT - PDF diags
NC - ESFF deleted outdated expression
NJ - Added override
SC - ESFF diags updated
VA - Added overrides
WI - Updated calc

 


Partnership

AR - Corrected rowbands
IA - Various changes
KS - Updated calc
KY - PTE-WH Count update; Diag added
MT - PDF diags
NC - ATE Error fixed
VA - PTET estimates, Overrides added


Corporate

COMMON - Fed 1118 changes
MA - 355-7004 watermark
ME - Added PDF diag
MT - PDF diags
NY - Various changes
US - 1120-F, 1118 watermarks


Global

NJ - Added override
US - Updated diag


Fiduciary

CA - Form 3804-CR Reject fixed
IA - Graphic updates; Updated calc
US - Various changes



Exempt

 

 

 

Operators

Forms Pop-Out View Encounters Send/Don't Send Errors When Opening and During Use


 

Benefit

 

 

 

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

 

 

This page can be accessed from within Lacerte by selecting Tools > Lacerte Updates. Click on the link, Click here to view detailed information on all available Lacerte updates.

 

Related Help Articles:

 

How can I check which version of Lacerte I have installed?

 

 

 

 

 

 

 

 

Level 5
March 31, 2023

Latest Update: Release Version 43.0331

 

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

 

New for Tax Year 2022, Lacerte notification inbox. See this article for more information.

 

Individual

 


S-Corporation

 

 


Partnership

 


Corporate

 


Global

 


Fiduciary

 



Exempt

 

 

 

Operators

Defect fix - Error occurred with background processing of EF Transmissions

 

Benefit

 

 

 

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

 

 

This page can be accessed from within Lacerte by selecting Tools > Lacerte Updates. Click on the link, Click here to view detailed information on all available Lacerte updates.

 

Related Help Articles:

 

How can I check which version of Lacerte I have installed?

 

 

 

 

 

 

 

 

Level 5
April 4, 2023

Latest Update: Release Version 43.0404

 

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

 

New for Tax Year 2022, Lacerte notification inbox. See this article for more information.

 

Individual

CT - Added informational diag, Turned off ODT container
DC - Added support for multiple OSTC states
DE - Added diag, updated calc
GA - Defect fix
LA - Codes added
NC - Various changes
OK - Added block, Added diag and PDF auto attach


S-Corporation

AR - Updated calc

 


Partnership

AR - Updated calc
GA - Added diags, various changes
MS - Added expression
NC - Population issue resolved
US - Form 8082, part 2 error fix


Corporate

 


Global

GA - Added diags, various changes
MO - Added input


Fiduciary

NY - Reject fixed



Exempt

 

 

 

Operators

 

Benefit

 

 

 

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

 

 

This page can be accessed from within Lacerte by selecting Tools > Lacerte Updates. Click on the link, Click here to view detailed information on all available Lacerte updates.

 

Related Help Articles:

 

How can I check which version of Lacerte I have installed?

 

 

 

 

 

 

 

 

Level 5
April 6, 2023

Latest Update: Release Version 43.0406

 

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

 

New for Tax Year 2022, Lacerte notification inbox. See this article for more information.

 

Individual

AL - Updated calc, Added new input
CA - Exception code changes, 5805, Page 5 graphic issue
GA - Updated calc
IA - Various changes
MA - Diags added
MD - Updated calc and letter code
MI - Corrected client letter
MO - Added input
MS - Reclassified diags
MT - Added calc condition, Enhanced diag condition, Applied adjustment amount/Added new inputs, Updated calc
NH - Calc change
NJ - Planner Bug
OH - Corrected Column F and page 3 trigger
OR - Updated title in OSI and diag
PA - Diag added, Modifiers updated
TN - Various changes
US - Various changes


S-Corporation

AL - Various changes
AR - Override dates, diag added
GA - DOR Certificate number duplication fix
IA - Various changes
IN - Various changes
MO - Added input
NC - Diag for rounding
PA - Diag added, Modifiers updated
US - Form 8082, Part 2 error fixed

 


Partnership

AL - Various changes
AR - Override dates, diag added
CT - Added some diags, Removed another
IA - Various changes
IN - Various changes
MO - Added diag, Added input
NC - Diag update will be coming, also ESFF fix
NY - NYC-221 Diag


Corporate

GA - IT-Console Watermark removed
MD - Verified diag triggers
MO - Added input
NJ - Various changes
OK - Added diag, Updated calc
PA - Diag added, Modifiers updated
US - Form 8082, Part 2 error fixed, XML validation error fixed


Global

IN - Various changes
MA - Diags added
MI - Form 4894 defect fixed
OK - Added diag, Updated calc


Fiduciary

AZ - Fixed XML reject
CA - 5805, Page 5 graphic issue
CT - XML validation error fixed
IL - Updated page 3 statement; Cleared regressions
MI - Updated calc, Corrected percentage in Column B
MO - Added input
NY - Various changes
OR - Inputs adjusted to allow negative amount
US - Form 8275, Part II, Line 1 Error fix; Turned off diag
VA - Edited block



Exempt

NY - Added CHAR500 Diag, Diag Change
US - EF Acpt Letter; FBAR Fix

 

 

Operators

 

Benefit

 

 

 

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

 

 

This page can be accessed from within Lacerte by selecting Tools > Lacerte Updates. Click on the link, Click here to view detailed information on all available Lacerte updates.

 

Related Help Articles:

 

How can I check which version of Lacerte I have installed?