Skip to main content
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
April 7, 2023

Latest Update: Release Version 43.0407

 

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

NC - Fixed non-NC K-1 accumulation


S-Corporation

 

 


Partnership

 


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
April 11, 2023

Latest Update: Release Version 43.0411

 

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 - Added new input on W-2 screen to override col J
AZ - QCO(321) & QFCO(352) update, Fixed amounts for line 9
DE - Modified trigger conditions
IN - Various changes
MN - Various changes; Critical diag changed to EF only
NC - ESFF Updated calc
NE - NE instr booklet
OR - Calc updated
TN - New triggers and diag adjustments
US - For I-AL For ITA
WI - IIT Validation error Sch. CS fixed


S-Corporation

IA - Various changes; Updated page logic
NE - ESFF Updated calc
NJ - Validation error fixed
VA - Line 1 instruction changes and Ests diag

 


Partnership

GA - Amended diag
IA - Updated program validations
IN - Updated calc and print
NC - ES diag
OR - Removed automatic formatting
US - Reject fixed
VA - Line 1 instruction changes and ESFF fixes


Corporate

NC - Validation error fixed


Global

IA - Fixed defect


Fiduciary

CT - Validation error fixed
IA - Various changes and fixes
OK - Updated grantor OK513
US - Added diag
VA - Due dates fixed
WV - Added condition



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 25, 2023

Latest Update: Release Version 43.0424

 

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

US - for ITA added tax plan

S-Corporation

 

 


Partnership

 


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
April 26, 2023

Latest Update: Release Version 43.0426

 

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 HAL block, Added enhancement
AZ - Updated 2023 QCO(321) & QFCO(352)
COMMON - IMO dependency
DE - Added diag -IUS calc
LA - Estimated payment date updated
MO - Various changes
MT - Updated calc
NH - Added Diag; Updated calc
NJ - Updated lines, conditions, local vars
NY - Various changes
US - IDE and IOK calc dependencies

S-Corporation

AR - Corrected various issues with K-1
KS - Various changes
KY - Updated expression
LA - Estimated payment date updated
MD - Acceptance letter amounts fixed
MO - Voucher updated, Updated calc
NJ - Added state estimates, various pushes PTO PTE-150; Added diag Sch J
OK - Added diag
TN - Added diags, Moved tags
US - Deleted diag, codes, and updated program plug-in

 


Partnership

KS - Various changes
MO - Updated calc
MT - Fixed defect
NJ - Added state estimates, various pushes PTE-150
NY - Added Diag for 2D
TN - Added diags, Moved tags
US - Enabled Foreign US and Applied For on K-3


Corporate

LA - Estimated payment date updated
NY - Line fixes, EF expression added NYC-2A
OK - Updated modifier
TN - Added diags, Moved tags


Global

US - ILA dependency


Fiduciary

AR - Added diag
IA - Various changes
LA - Estimated payment date updated
MO - Deployed schema
US - FLA dependency
VT - Override flow fix



Exempt

US - 990-W; 8879 Sig Date update; 4720 Extension; Updated calc; Watermark

 

 

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
May 3, 2023

Latest Update: Release Version 43.0503

 

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 - Various changes
CO - Updated calc
DE - Added diag, Repurposed diag, Updated calc
GA - 8915
HI - Updated calc and worksheet
IA - Diag updated, Added diag
KS - PTE credit fix, Fixed skip issue
LA - Added codes, updated calc-IUS calc dependency
MA - Updated schema
MD - 8915
ME - Updated calc
MO - Added diag, Updated calc, input sheet
NC - 8915
ND - Updated ODT block
NE - 8915
NM - 8915F
NY - Updated calc
OK - Updated horizontal overflow property
OR - Calc error fixed
SC - 8915
TN - Removed tags
US - Updated Form 8915F; Updated graphic; KS diag removal
VA - Reject 760-049 fixed, 8915
WI - Various changes
WV - 8915

S-Corporation

IA - Various changes
IL - Added diag; Updated client letter
PA - Updated graphic, calc
US - Updated schema: update to XML v5.2; Updated XML: QBI XML stmts

 


Partnership

IA - Various changes
IL - testing proforma; Updated client letter
US - Updated schema: update to XML v4.2; Updated XML: QBI XML stmts; ATC-416743: ESFF Other deductions


Corporate

COMMON - Send with US
MO - Added diag
PA - Updated graphic, calc
US - Various changes


Global

KY - Updated calc
MO - Added diag
OR - Calc error fixed


Fiduciary

COMMON - FNH OSI changes in Screen 1
IA - Various changes
IL - Updated diag
KS - Updated 42a, column C
MO - Added diag
MT - Validation error fixed
NH - Updated checkbox
US - Updated diag conditions; Updated calc



Exempt

COMMON - Removed extra field
US - 990-W Watermarks; Removed extra field, Added diag - note that the Form 1042-S is still underdevelopment in screen 97

 

 

Operators

 

Benefit

US - Removed applicability expression

 

 

 

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
May 4, 2023

Latest Update: Release Version 43.0504

 

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

US - Schema update

 


Partnership

 


Corporate

US - Schema update


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
May 8, 2023

Latest Update: Release Version 43.0508

 

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

 
SC - Fix credits table for code 64 & 65

S-Corporation

 

 


Partnership

SC - Fix credits table for code 64 & 65


Corporate

 


Global

 

SC - Fix credits table for code 64 & 65

Fiduciary

SC - Fix credits table for code 64 & 65



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
May 10, 2023

Latest Update: Release Version 43.0510

 

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 files, Fixed Sch CR column C total
AZ - QCO(321) & QFCO(352) updates, Updated calc
CA - Updated calc
CO - Diag added
KY - PTE-CR updated
MS - Various changes
NY - PTO planner dependency
OH - Updated codes, Added diag, Diag fixed

S-Corporation

KY - Cleaned up Form 740NP-WH
VA - Various changes

 


Partnership

KY - Form 740NP-WH, Lines 6 and 8 updates, Cleaned up Form 740NP-WH


Corporate

AL - Set TaxRate to return a zero for xml
LA - Updated preexisting diag ref 49125
NY - Changes to page 3, line 24; NYC Schema v2.1


Global

 

LA - Updated preexisting diag ref 49125

Fiduciary

 



Exempt

US - diags

 

 

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
May 18, 2023

Latest Update: Release Version 43.0517

 

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 diag
AR - Updated calc
CT - Amended letter fix
GA - Calc issue fixed, Triggering diag
IL - Added override, Proforma
IN - 8915-F guidance updated
NJ - HCC Diag
NY - PTO Planner
OK - Added codes, Updated input sheet, calc
US - Various changes
WI - String compare fix
WV - Acceptance Letter update

S-Corporation

NJ - Added Diags
PA - ODT fix
US - Needed for WI
WI - Updated codes, input sheet, added table

 


Partnership

KS - Updated calc
NJ - Bank info Diag
WI - Updated codes, client letter, Added table


Corporate

NH - NH-1120 Diag
NJ - State Cap Diag
PA - ODT fix


Global

 

IL - Added override, Proforma

Fiduciary

IL - Various changes
NH - DP-10 Entity code diag
NJ - NR Trust Diag
NY - Grantor Letter additions
US - Needed for WI
WI - Various changes



Exempt

NY - Modified RUS diag #53264.
US - Various changes

 

 

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
May 24, 2023

Latest Update: Release Version 43.0524

 

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

 
GA - Calc/print issue fixed, Triggering info diag, Planner
NH - Various changes

S-Corporation

AR - Various changes
OK - Updated tax rate

 


Partnership

AR - Various changes
WV - Prefixes adjusted


Corporate

TN - Updated EFXMLModifier


Global

 

 

Fiduciary

AL - Updated calc files, proforma
NY - Container 71685 change; Fixed Misalignment
VT - Updated Pset for Form 166



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?