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IntuitCharlene
Community Manager
September 28, 2023

2023 Lacerte Tax Program Update is Live and Available for Download (Updated 1/16/2025)

  • September 28, 2023
  • 78 replies
  • 132 views

Latest Update: Version 45.0117

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)

 

Exempt

  • US E-File Reject R0000-004-01 Received When Running Current Program Version

 

Note: Program updates will prompt a system reboot when prior year programs are running.

Updated! The Lacerte Tax Form Availability Tool is now available with print details.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

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?

Important Notes: 

  • Windows Operator Updates will prompt a system reboot
  • The latest program updates will be listed first, while prior updates will be displayed as replies.

 

78 replies

IntuitCharlene
Community Manager
September 28, 2023

Lacerte 2023 Release Dates here

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Accept as solution" and then just changing the Accept as solution to Mark as Best Answer, mine gets cutoff, so it is too long. I changed mine to the following and it fits. -->**Say "Thanks" by clicking the thumb icon in a post**Click "Mark as Best Answer " to mark the post that answers your question.
IntuitAlicia
Employee
November 15, 2023

What's New With Intuit Lacerte Tax for Tax Year 2023

We’re dedicated to continuously improving the overall quality and security of your tax software to help you have a better tax year. From key workflow tool improvements to 20 new e-file capabilities, you can count on Lacerte to help make tax work more efficient and impactful. 

Looking for specific forms or filing types? Use our online forms finder

End of support: Windows Server 2012 and Windows Server 2012 R2

As of October 10, 2023, Microsoft will no longer provide security updates, non-security updates, bug fixes, technical support, or online technical content updates. At Intuit, security of your data is a top priority, so we encourage our customers who are running Windows Server 2012 and Windows Server 2012 R2 to upgrade to Windows Server 2016 or higher. Visit the Community for the complete list of system requirements

SafeSend integration

Send your clients’ returns to SafeSend directly from the Lacerte client grid–no downloading and uploading needed, so you can more efficiently assemble, deliver, and e-sign completed tax return packages. Learn more here

Simplified Intuit Tax Advisor plan creation

Now you can start tax plans for your 1040 clients more efficiently with a quick click from your client grid. This will open AND sign you into Intuit Tax Advisor, so you can immediately start working on that client’s tax plan.

Quick Employer Forms Accountant

Under the new IRS rules, filers of 10 or more returns of certain files (including W2 and 1099s) for a calendar year generally will need to file electronically with the IRS. Previously, electronic filing was required if the filing was more than 250 returns of the same type for a calendar year. With Quick Employer Forms Accountant, you can create and e-file an unlimited number of W-2s and 1099s for your clients’ employees and contractors. You can e-file and print forms within a business and across multiple businesses individually and in bulk. It supports Forms W-2, 1099-NEC, 1099-MISC, 1099-INT, and 1099-DIV. You’ll also get W-3 & 1096 forms for your records automatically. Learn more on our website.

Intuit Select Pro Staffing

Find staff easily with this new outsource provider program. We’ve partnered with credentialed hiring solution providers so you don’t have to. These providers will match you with expert outsourced staff trained that are already on your software, so you can grow your business the way you want with staff custom fit for your firm. Learn more on our website

Workflow enhancement suggestions

As you work in different parts of Lacerte, you’ll occasionally receive recommendations on tools that can help you streamline certain processes in your workflow.

Latest update: 2023 Lacerte Tax Program Update is Live

IntuitAlicia
Employee
December 6, 2023

Release Version 44.0002 

Available November 8, 2023
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)

Global

  • General program updates in preparation of Tax Year 2023 

Corporate

  • AL Form 20C Checkbox Schedule of Adjustments to FTI Does Not Check When FTI Applicable
  • AL Form 20C Checks Box for Amended Return When Only CA is Marked for Amendment

 

IntuitAlicia
Employee
December 20, 2023

Latest Update: Release Version 44.0003 - Operators Release 2

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)

Individual

  • US Watermark Updates to Forms 2548, 8821, 4506, 4506T, 8822, 8822-B

Estate

  • NY Watermark Updates

Gift

  • US Watermark Updates
IntuitAlicia
Employee
December 20, 2023

Latest Update: Release Version 44.0004 - Operators Release 2.5

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)

Operators

  • Completed Input Sheets Only Print Activities When Multiple Items Are Present
IntuitAlicia
Employee
January 5, 2024

Latest Update: Release Version 44.0104

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)

 

Corporate

  • Delaware - Form Updated - changes to Watermark
  • Illinois - Form Updated - changes to Watermark
  • Indiana - Form Updated - changes to Watermark
  • Kentucky - Form Updated - changes to Watermark
  • Louisiana - Form Updated - changes to Watermark
  • Michigan - Form Updated - changes to Watermark
  • Minnesota - Form Updated - changes to Watermark
  • Mississippi - Form Updated - changes to Watermark
  • Montana - Form Updated - changes to Watermark
  • Ohio - Form Updated - changes to Watermark
  • Oklahoma - Form Updated - changes to Watermark
  • Tennessee - Form Updated - changes to Watermark
  • Wisconsin - Form Updated - changes to Watermark

Exempt

  • Illinois - Form Updated - changes to Watermark

Fiduciary

  • Alabama - Form Updated - changes to Watermark
  • Arkansas - Form Updated - changes to Watermark
  • Delaware - Form Updated - changes to Watermark
  • Illinois - Form Updated - changes to Watermark
  • Indiana - Form Updated - changes to Watermark
  • Kentucky - Form Updated - changes to Watermark
  • Louisiana - Form Updated - changes to Watermark
  • Michigan - Form Updated - changes to Watermark
  • Minnesota - Form Updated - changes to Watermark
  • Mississippi - Form Updated - changes to Watermark
  • Montana - Form Updated - changes to Watermark
  • Ohio - Form Updated - changes to Watermark
  • Oklahoma - Form Updated - changes to Watermark
  • Wisconsin - Form Updated - changes to Watermark

Individual

  • Alabama - Form Updated - changes to Watermark
  • Arkansas - Form Updated - changes to Watermark
  • Delaware - Form Updated - changes to Watermark
  • Illinois - Form Updated - changes to Watermark
  • Indiana - Form Updated - changes to Watermark
  • Kansas - Form Updated - changes to Watermark
  • Kentucky - Form Updated - changes to Watermark
  • Louisiana - Form Updated - changes to Watermark
  • Maine - Form Updated - changes to Watermark
  • Michigan - Form Updated - changes to Watermark
  • Minnesota - Form Updated - changes to Watermark
  • Missouri - Form Updated - changes to Watermark
  • Montana - Form Updated - changes to Watermark
  • North Dakota - Form Updated - changes to Watermark
  • Ohio - Form Updated - changes to Watermark
  • Oklahoma - Form Updated - changes to Watermark
  • Tennessee - Form Updated - changes to Watermark
  • Wisconsin - Form Updated - changes to Watermark

Partnership

  • Delaware - Form Updated - changes to Watermark
  • Iowa - Form Updated - changes to Watermark
  • Illinois - Form Updated - changes to Watermark
  • Indiana - Form Updated - changes to Watermark
  • Kansas - Form Updated - changes to Watermark
  • Kentucky - Form Updated - changes to Watermark
  • Louisiana - Form Updated - changes to Watermark
  • Massachusetts - Form Updated - changes to Watermark
  • Maryland - Form Updated - changes to Watermark
  • Michigan - Form Updated - changes to Watermark
  • Minnesota - Form Updated - changes to Watermark
  • Mississippi - Form Updated - changes to Watermark
  • Montana - Form Updated - changes to Watermark
  • North Carolina - Form Updated - changes to Watermark
  • North Dakota - Form Updated - changes to Watermark
  • Ohio - Form Updated - changes to Watermark
  • Oklahoma - Form Updated - changes to Watermark
  • Tennessee - Form Updated - changes to Watermark
  • Federal - Form Updated - changes to Watermark
  • Wisconsin - Form Updated - changes to Watermark

S Corporation

  • Delaware - Form Updated - changes to Watermark
  • Iowa - Form Updated - changes to Watermark
  • Indiana - Form Updated - changes to Watermark
  • Kansas - Form Updated - changes to Watermark
  • Kentucky - Form Updated - changes to Watermark
  • Michigan - Form Updated - changes to Watermark
  • Minnesota - Form Updated - changes to Watermark
  • Montana - Form Updated - changes to Watermark
  • Ohio Pass-Through - Form Updated - changes to Watermark
  • Oklahoma - Form Updated - changes to Watermark
  • Tennessee - Form Updated - changes to Watermark
  • Wisconsin - Form Updated - changes to Watermark

Updated! The Lacerte Tax Form Availability Tool is now available with print and e-file details.

IntuitAlicia
Employee
January 11, 2024

Latest Update: Release Version 44.0110 - Release 3

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)

 

Corporate

  • Alabama - Forms Updated - changes to Watermark
  • Delaware - Forms Updated - changes to Watermark
  • Hawaii - Forms Updated - changes to Watermark
  • Oklahoma - Forms Updated - changes to Watermark
  • Tennessee - Forms Updated - changes to Watermark


Fiduciary

  • Alabama - Forms Updated - changes to Watermark
  • Hawaii - Forms Updated - changes to Watermark
  • Louisiana - Forms Updated - changes to Watermark
  • Oklahoma - Forms Updated - changes to Watermark
  • Federal - Forms Updated - changes to Watermark


Individual

  • Alabama - Forms Updated - changes to Watermark
  • Arkansas - Forms Updated - changes to Watermark
  • Missouri - Forms Updated - changes to Watermark
  • Oklahoma - Forms Updated - changes to Watermark
  • Federal - Forms Updated - changes to Watermark


Partnership

  • Alabama - Forms Updated - changes to Watermark
  • Delaware - Forms Updated - changes to Watermark
  • Hawaii - Forms Updated - changes to Watermark
  • Louisiana - Forms Updated - changes to Watermark
  • Missouri - Forms Updated - changes to Watermark
  • New Mexico - Forms Updated - changes to Watermark
  • Oklahoma - Forms Updated - changes to Watermark
  • Tennessee - Forms Updated - changes to Watermark


S Corporate

  • Alabama - Forms Updated - changes to Watermark
  • Arkansas - Forms Updated - changes to Watermark
  • Delaware - Forms Updated - changes to Watermark
  • Hawaii - Forms Updated - changes to Watermark
  • Oklahoma - Forms Updated - changes to Watermark
  • Tennessee - Forms Updated - changes to Watermark
  • Federal - Forms Updated - changes to Watermark

Updated! The Lacerte Tax Form Availability Tool is now available with print and e-file details.

IntuitAlicia
Employee
January 18, 2024

Latest Update: Release Version 44.0118

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)

Corporate

  • Arkansas - Forms Updated - changes to Watermarks
  • Alabama - Forms Updated - changes to Watermarks
  • Delaware - Forms Updated - changes to Watermarks
  • Florida - Forms Updated - changes to Watermarks
  • Georgia - Forms Updated - changes to Watermarks
  • Hawaii - Forms Updated - changes to Watermarks
  • Kansas - Forms Updated - changes to Watermarks
  • Kentucky - Forms Updated - changes to Watermarks
  • Maryland - Forms Updated - changes to Watermarks
  • Missouri - Forms Updated - changes to Watermarks
  • Montana - Forms Updated - changes to Watermarks
  • North Dakota - Forms Updated - changes to Watermarks
  • New Hampshire - Forms Updated - changes to Watermarks
  • New York - Forms Updated - changes to Watermarks
  • Oklahoma - Forms Updated - changes to Watermarks
  • Oregon - E-file schema updates
  • Virginia - Forms/E-file Updated - changes to Watermarks

Estate

  • Federal - Forms Updated - changes to Watermarks
  • Alabama - Forms Updated - changes to Watermarks


Fiduciary

  • Hawaii - Forms Updated - changes to Watermarks
  • Kansas - Forms Updated - changes to Watermarks
  • Kentucky - Forms Updated - changes to Watermarks
  • Louisiana - Forms Updated - changes to Watermarks
  • Missouri - Forms Updated - changes to Watermarks
  • North Dakota - Forms Updated - changes to Watermarks
  • New Hampshire - Forms Updated - changes to Watermarks
  • New Jersey - Forms Updated - changes to Watermarks
  • New York - Forms Updated - changes to Watermarks
  • Oklahoma - Forms Updated - changes to Watermarks
  • Federal - Forms/E-file Updated - changes to Watermarks


Individual

  • Delaware - Forms Updated - changes to Watermarks
  • Hawaii - Forms Updated - changes to Watermarks
  • Kansas - Forms Updated - changes to Watermarks
  • Kentucky - Forms Updated - changes to Watermarks
  • Montana - Forms Updated - changes to Watermarks
  • North Dakota - Forms Updated - changes to Watermarks
  • New Hampshire - Forms Updated - changes to Watermarks
  • New Jersey - Forms Updated - changes to Watermarks
  • New York - Forms Updated - changes to Watermarks
  • Federal - Forms Updated - changes to Watermarks
  • Vermont - Forms Updated - changes to Watermarks


Partnership

  • Alabama - Forms Updated - changes to Watermarks
  • Arkansas - Forms Updated - changes to Watermarks
  • Delaware - Forms Updated - changes to Watermarks
  • Florida - Forms Updated - changes to Watermarks
  • Georgia - Forms Updated - changes to Watermarks
  • Hawaii - Forms Updated - changes to Watermarks
  • Iowa - Forms Updated - changes to Watermarks
  • Kansas - Forms Updated - changes to Watermarks
  • Kentucky - Forms Updated - changes to Watermarks
  • Louisiana - Forms Updated - changes to Watermarks
  • Maryland - Forms/E-file Updated - changes to Watermarks
  • Missouri - Forms Updated - changes to Watermarks
  • Montana - Forms Updated - changes to Watermarks
  • North Dakota - Forms Updated - changes to Watermarks
  • New Hampshire - Forms Updated - changes to Watermarks
  • New Jersey - Forms Updated - changes to Watermarks
  • New York - Forms Updated - changes to Watermarks
  • Oklahoma - Forms Updated - changes to Watermarks
  • Oregon - E-file schema updates
  • Federal - Forms Updated - changes to Watermarks
  • Virginia - Forms/E-file Updated - changes to Watermarks


S Corporate

  • Arkansas - Forms Updated - changes to Watermarks
  • Alabama - Forms Updated - changes to Watermarks
  • Delaware - Forms Updated - changes to Watermarks
  • Florida - Forms Updated - changes to Watermarks
  • Georgia - Forms Updated - changes to Watermarks
  • Hawaii - Forms Updated - changes to Watermarks
  • Iowa - Forms Updated - changes to Watermarks
  • Kansas - Forms Updated - changes to Watermarks
  • Kentucky - Forms Updated - changes to Watermarks
  • Maryland - Forms/E-file Updated - changes to Watermarks
  • Montana - Forms Updated - changes to Watermarks
  • North Dakota - Forms Updated - changes to Watermarks
  • New Hampshire - Forms Updated - changes to Watermarks
  • New York - Forms Updated - changes to Watermarks
  • Virginia - Forms/E-file Updated - changes to Watermarks
IntuitAlicia
Employee
January 20, 2024

Latest Update: Release Version 44.0120

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)

Individual

  • Forms Help Feature Release

Fiduciary

  • Federal - E-file Schema Update
IntuitAlicia
Employee
January 25, 2024

Latest Update: Release Version 44.0124

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)

Benefit

  • Federal - Forms Updated - changes to Watermarks


Corporate

  • Arkansas - Forms Updated - changes to Watermarks
  • Hawaii - Forms Updated - changes to Watermarks 4684
  • Missouri - Forms Updated - changes to Watermarks
  • New Mexico - Forms Updated - changes to Watermarks
  • Oklahoma - Forms Updated - changes to Watermarks
  • Tennessee - Forms Updated - changes to Watermarks

Fiduciary

  • Alabama - Forms Updated - changes to Watermarks
  • Arkansas - Forms Updated - changes to Watermarks
  • Hawaii - - Forms Updated - changes to Watermarks 4684
  • Louisiana - Forms Updated - changes to Watermarks
  • Missouri - Forms Updated - changes to Watermarks
  • New Mexico - Forms Updated - changes to Watermarks
  • Oklahoma - Forms Updated - changes to Watermarks
  • Federal - Forms Updated - changes to Watermarks


Individual

  • Georgia - Forms Updated - changes to Watermarks
  • Iowa - Forms Updated - changes to Watermarks
  • Maryland - Forms Updated - changes to Watermarks
  • North Carolina - Forms Updated - changes to Watermarks
  • New Mexico - Forms Updated - changes to Watermarks
  • South Carolina - Forms Updated - changes to Watermarks
  • Federal - Forms Updated - changes to Watermarks
  • Virginia - Forms Updated - changes to Watermarks
  • Vermont - Property Tax Adjustment Worksheet
  • Washington - Forms Updated - changes to Watermarks


Partnership

  • Arkansas - Forms Updated - changes to Watermarks
  • Delaware - Forms Updated - changes to Watermarks
  • Hawaii - Forms Updated - changes to Watermarks
  • Louisiana - Forms Updated - changes to Watermarks
  • Maryland Form 511 Line 18 Unable to Apply Refund to Estimated Taxes
  • Missouri - Forms Updated - changes to Watermarks
  • New Mexico - Forms Updated - changes to Watermarks
  • Oklahoma - Forms Updated - changes to Watermarks
  • Tennessee - Forms Updated - changes to Watermarks
  • Alabama - Forms Updated - changes to Watermarks
  • Alabama Form 20S Schedule K Line 7a Not Matching Federal Schedule K Line 7a When Built In Gains Present
  • Arkansas - Forms Updated - changes to Watermarks
  • Delaware - Forms Updated - changes to Watermarks


S Corporate

  • Maryland Form 511 Line 18 Unable to Apply Refund to Estimated Taxes
  • New Mexico - Forms Updated - changes to Watermarks
  • Oklahoma - Forms Updated - changes to Watermarks
  • Tennessee - Forms Updated - changes to Watermarks