News & Updates

Looking for resources to help you through Form 5500 deadline? We've got you covered. 💡 To make filing a little easier, we've gathered our most frequently used Lacerte Form 5500 resources in one place. Whether you're generating returns or extensions, troubleshooting signature requests, or looking for answers to common Form 5500 questions, you'll find quick access to the guidance you need.📚 Explore Hot Topics for Form 5500 here

We're aware of an issue affecting sign-in to Intuit products, including Lacerte Tax.Customers attempting to sign in may see the following message:"There's an issue on our end. We're on it."Our teams are actively investigating and working to restore service as quickly as possible. We apologize for the inconvenience and appreciate your patience while we resolve this issue. We'll provide additional updates as soon as more information is available.

Minnesota announced guidance for homeowners for the one-time increase to 2025 Homestead Credit Refunds of nearly 15%. The one-time increase to 2025 refunds was part of the tax bill passed by the Minnesota Legislature and signed into law by Governor Tim Walz in late May.Minnesota Guidance Provided:Already filed for your 2025 Homestead Credit Refund?Homeowners who have already filed their 2025 Homestead Credit Refund returns do not need to take any action to receive the one-time increase. They should not amend their return to receive the increase. The department will adjust their returns and add the increase to their refund.Their refund will be about 15% larger than the amount they originally filed. The department will not send letters to impacted taxpayers for this change.Still need to file for your 2025 Homestead Credit Refund?The department is working to update the free online filing system for homeowners to reflect the one-time increase. During this time, homeowners can still file th

Tax season may be over, but planning for what’s next starts now. Discover strategies to streamline your practice, expand advisory services, and drive intentional growth in 2026.Learn more here.     

Looking for tax law updates and trending topics? We've put together a list of resources that answer questions most commonly asked during this time of year. Learn more here.      

Update: The filing deadline for Forms 1040, 1041, and 1120 is closed! Perfection Period in progress! Check out our Hot Topics here.   The April 15 deadline is right around the corner for Forms 1040, 1041, and 1120. We have put together some resources for the most commonly asked questions to help get you through.  Don’t wait! Review now to avoid last-minute surprises. Check out the Hot Topics here.      

Latest Update: Version 46.0402Check 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).Stay up-to-date on trending articles and information with Lacerte Hot Topics.Individual Iowa, South Carolina, and USGeneral Intuit Tax Advisor Management Updates New experience! Lacerte 2024 introduces a new update method. Background updates is on by default, and automatically checks for and downloads updates. When an update is ready, you'll be asked to close Lacerte to apply it. For more information, see New for 2024: Lacerte Background updatesUpdated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates. This tool is updated regularly by our development teams and considered the single source of truth for form release dates. For e-file availability, click the e-file link available in the Lacer

Taxpayers can now start filing their 2025 Idaho income tax returns to claim all the new conformity deductions. The Tax Commission has updated its instructions to reflect the conformity changes. The agency also notified tax software providers of the changes so they can update their systems.“The Tax Commission has updated Form 40 and Form 43 to reflect the larger standard deduction amounts. Anyone who’s already filed using the old standard deduction amounts will automatically get the larger standard deduction.”For more details, visit Idaho DOR. Program Changes Lacerte (Version 46.0312) available later todayThese new input fields and diagnostics have been added to address the following filing scenarios with the state.New Input Fields - Screen 3, Miscellaneous Info:1=apply conformity to original return, 2=amended return for conformity (code 561)1=apply updated Idaho standard deduction only (previously filed return) (code 562)New Diagnostics:Idaho now conforms to the federal One Big Be

1065/1120S Deadline Update: The filing deadline for 1065/1120s has closed. The Perfection Period is now in progress.Check out our Hot Topics here.   Filing deadline for Forms 1065 and 1120S is 3/16 and it’s coming up fast! We’ve gathered answers to the most common questions for Partnerships and S corporations, from Schedule K-1 and capital accounts to Form 3468, CA PTE tax, balance sheets, and more. Get through the March 16 deadline with confidence by checking out our Lacerte Hot Topics. Learn More      

NOTE: This is not applicable if your firm has not configured a Firm Password in 2025 Lacerte for opening password-protected PDFs. Clients using Lacerte 2025 have reported two related issues concerning password-protected PDFs: When attempting to open a password-protected PDF that was printed from the Lacerte 2025 program (e.g., via Print Tax Return > Client Copy > Password Protect PDF), the Firm Password is not working. When using the "Email password protected PDF" feature, the email program does not launch, preventing the PDF from being sent. Root Cause: These issues were caused by a corrupted Firm Password setting within the Lacerte 2025 program. The Firm Password is configured under Settings > Primary Options > Setup tab > PDF Password Options. Resolution: This issue has been resolved in a Lacerte 2025 program update released on 2/12/2026. Workaround and Recommendation: If a return was printed to a password-protected PDF using the corrupted Firm Password in TY25 Lace

For Tax Year 2025, employers and other payers are not required to report qualified overtime compensation separately on Forms W-2, 1099-NEC, or 1099-MISC, due to this, Taxpayers may or may not have it reported on Forms W-2, 1099-NEC, or 1099-MISC. In instances where the amounts are not reported on the tax forms, preparers will need to manually calculate the qualified amounts.   For additional guidance regarding reporting Qualified Tips and Overtime, see the IRS resources below:  Questions and answers about the new deduction for qualified overtime compensation Treasury, IRS provide guidance for individuals who received tips or overtime during tax year 2025   Visit the Tax Pro Center to learn more about Tax update TY25: Tax Update TY25: Navigating the OB3 Act and more    Resources for reporting in Lacerte:  Generating the Schedule 1-A in Lacerte   For more information about tax changes included in the One Big Beautiful Bill, visit: One, Big,

Federal tax law has shifted significantly with the introduction of the One, Big Beautiful Bill (OB3) and the permanent extension of several key Tax Cuts and Jobs Act (TCJA) provisions. For tax year 2025, practitioners will need to navigate new deductions for tips, overtime pay, car loan interest, and seniors, along with major updates to digital asset reporting and retroactive changes to R&D expense treatment. We have put together a helpful update covering these changes. Learn more here.      

Looking for 2025 tax law updates, trending topics, or help getting ready for tax season? We’ve got you covered! Check out our Hot Topics for Lacerte to find up-to-date information on tax law changes, filing details, and other important updates as they become available. Hot Topics:https://accountants.intuit.com/support/en-us/help-custom/L2GmocnVX?src=announcement  *Tip: Bookmark the Hot Topics page using Ctrl + D to quickly check back and stay current throughout the season.  

The filing deadline is 11/17. To help you meet the deadline with confidence, we've put together some resources for the most common questions to help you. Check out our Hot Topics page for all the key resources you need—all in one place. Learn More  

Lacerte Tax 2025 is now live for all customers!*    Customers who have renewed can now download Tax Year 2025 (TY25) from MyAccount. Tax season is just around the corner, and we’re excited to help you get Lacerte Tax ready for the new year! Visit the Getting Ready for Lacerte Tax  page for a quick reference as you prepare for the upcoming season. You’ll find everything you need to start off smoothly, including installation tips, key updates, and helpful resources. Let’s make this tax season your smoothest one yet! *Hosted customers will see the product available soon.  

Update: The extended filing deadline for Individual Returns (Form 1040) and Corporation Returns (Form 1120) is closed! Perfection Period in progress! Check out our Hot Topics here.   The extended filing deadline for Individual Returns (Form 1040) and Corporation Returns (Form 1120) is right around the corner! Whether you’re entering K-1 details, handling a Sale of Home, or managing 1099/1098 entries on a 1040, we’ve got you covered. For 1120 returns, you’ll also find answers to FAQs like short year/final year returns and NOLs—all in one place to help you file with confidence. Learn More      

Updated Information:  The IRS published updated guidance for tax year 2025 returns here.  Currently, you can still process tax year 2025 returns as normal, however it is strongly encouraged to begin discussions with taxpayers on setting up valid forms of electronic payment for both tax payments and refunds. See the IRS Fact Sheet for new payment options being created.  ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Original Text The IRS, in coordination with the U.S. Department of the Treasury, will begin phasing out paper tax refund checks for individual taxpayers on September 30, 2025. This is the first step in a broader shift to electronic payments. What to know right now The IRS will publish detailed guidance for 2025 returns before the 2026 filing season begins. No immediate changes to your current process: keep using existing forms and procedures. This includes 2024 returns filed on extension with a due date before December 31, 2025. Learn More

The extended filing deadline for Trust and Estate returns (Form 1041) is approaching quickly on September 30!  Need a quick refresher? We’ve pulled together everything you need in one spot — Deadline and perfection periods, distribution details, and last-minute tips to help you wrap it up with confidence. Learn More            

  Switch to eStatements for faster, safer, and more convenient access to your Lacerte REP account billing statements. With just a few clicks, you can: Eliminate paper clutter Stay on top of your bills Do your part for the environment Why Enroll in eStatements? Convenience at Your Fingertips: Access billing statements 24/7 from any device.  All your statements are securely stored and easy to download or print if needed.  Enhanced Security: eStatements are delivered securely through your online account. Eco-Friendly Choice: Go green by reducing paper waste, ink, and energy used in mailing. If every customer switched, we could save thousands of trees annually! Organization Made Easy: Search past statements quickly instead of digging through piles of mail. No more paper clutter—eStatements are neatly organized online. Frequently Asked Questions Q: How do I sign up for eStatements?A: Go to your Lacerte REP page of My Account, click on Statement Options, and select ‘e

Lacerte is committed to continuously improve and provide you with the most innovative and valuable features.Beginning November 11, 2025 we will focus our REP credit request review on returns that have been REP'd within the last three tax years. This means that when you submit a REP credit request, we will review it for returns from the current tax year, plus the two prior tax years. This also includes any older returns that were processed within this same three-year window.Why are we making this change?Our goal is to continuously improve Lacerte and provide you with the most innovative and valuable features. By streamlining our REP credit request process, we can more effectively dedicate our resources to developing new tools and enhancements that will benefit your firm and help you serve your clients more efficiently. This includes focusing on the tax years that are most relevant to your current practice.Is there a specific reason for the three-year timeframe? Was this based on user da

The extended filing deadline for Partnership (Form 1065) and S Corporation (Form 1120-S) returns is September 15—and it’s coming up fast! To make the process smoother, we’ve gathered key resources that address the most common questions from tax pros. Whether you’re double-checking requirements, working through K-1 or K-2/K-3 details, or finalizing submissions, you’ll find everything you need in one place to help you file with confidence. Learn More  

Who is eligible for the disaster relief extended due date for Los Angeles County fire relief: Los Angeles County individuals and businesses impacted by fires that began on January 7, 2025, qualify for a postponement to file, and pay taxes until October 15, 2025.This includes:2024 individual income tax returns and payments normally due on April 15, 2025.Quarterly estimated tax payments normally due on January 15, April 15, June 15, September 15, 2025.Calendar-year 2024 partnership, limited liability company (LLC), and S corporation tax returns and payments normally due on March 15, 2025.Calendar-year 2024 corporate and fiduciary income tax returns and payments normally due on April 15, 2025.Calendar-year 2024 returns filed by tax-exempt organizations normally due on May 15, 2025.Calendar-year 2025 LLC annual tax payments normally due on April 15, 2025, and LLC estimated fee payments normally due on June 15, 2025.Passthrough Entity Elective Tax payments normally due on March 15 and

The IRS has updated its mailing addresses for 2025 estimated payment vouchers and 2024 Form 1040-V payments. Key Change: The Lockbox Site in Cincinnati, OH (run by US Bank) ceased operations on Friday, July 18, 2025. All payments previously sent to Cincinnati were redirected to JP Morgan Chase sites in Louisville, KY, and Charlotte, NC. Frequently Asked Questions (FAQs) Q1. Will the IRS continue to accept and process 2025 estimated payments mailed to addresses found in the February 2025 version of Form 1040-ES instructions? Yes, the IRS will. Mail forwarding is in place for anything mailed to the Cincinnati, OH P.O. Boxes.Q2. Likewise, will the IRS continue to accept Form 1040-V payments through 2025 that are mailed to the address in the October 2024 version of Form 1040-V? Yes, the IRS will. Mail forwarding is in place for anything mailed to the Cincinnati, OH P.O. Boxes.   Additional Information & Actions   Official IRS Address Information:&n

Update 8/7/25:  An update is now available to apply the One Big Beautiful Bill changes in Lacerte and Tax Planner 2024. See the following Support articles for more information: https://accountants.intuit.com/support/en-us/help-article/tax-reform/applying-one-big-beautiful-bill-changes-estimated/L8Qyz1uVi_US_en_US   Updated: Download our One Big Beautiful Bill infographic to get a clear, easy-to-digest breakdown of what’s changing—and what’s not—under the latest tax reform. Download our infographic here   Join us for the Big Beautiful Bill Act - Analysis & Insights Webinar 7/29/25 This webinar provides tax and accounting professionals with a comprehensive update on the "Big Beautiful Bill Act."  The session will cover the tax law changes associated with this newly passed legislation.  Additionally, the speakers will share any tax planning tips and insights; impact to the professionals and clients; examples; and impact to the tax return. R

The One Big Beautiful Bill Act includes several provisions that could affect your 2025 quarterly estimated tax payments. Updates are now available to apply the One Big Beautiful Bill changes to the estimated taxes generated in tax year 2024 Please see the following Support article for more information on how to apply the changes to Lacerte Tax and Tax Planner 2024 : Applying the One Big Beautiful Bill changes to estimated taxes in Lacerte 2024 https://accountants.intuit.com/support/en-us/help-article/tax-reform/applying-one-big-beautiful-bill-changes-estimated/L8Qyz1uVi_US