News & Updates

OverviewUnder California Senate Bill 122 (SB 122), starting January 1, 2027, California will expand its state sales and use tax to cover prewritten software delivered via download or cloud-based Software as a Service (SaaS).Previously, California sales tax applied only to prewritten software transferred via tangible media (CDs/disks). Under the new law, all prewritten software is treated as taxable tangible personal property (TPP), regardless of whether it is physically shipped, downloaded, or accessed remotely. Questions and Answers (Q&A) Q1: What is changing under the new California tax law (SB 122)?A: Beginning January 1, 2027, California applies sales and use tax to all prewritten software and remotely accessed software products. Delivery methods no longer exempt software from sales tax—electronically downloaded software and remotely accessed software solutions will be taxed identically to physical media.   Q2: Which Intuit professional tax products and services are impacted?A:

The IRS is retiring its FIRE system on November 19, 2026. After this date, Form 8955-SSA must be e-filed through the IRS's new IRIS system.  The Lacerte 2025 Benefit program transmits Form 8955-SSA through FIRE and will not support IRIS. Please note, IRIS support is planned for the Lacerte 2026 Benefit program.Who’s Affected:Those still needing to file Form 8955-SSA after November 18, 2026. Mostly fiscal-year plans whose plan year ended on or after April 30, 2026. Their original due date is November 30, 2026 or later. Calendar-year 2025 plans may also see the warning, but these deadlines, including the October 15 extended date, have already passed.Lacerte Details:The Lacerte 2025 Benefit program released on November 5, 2026, includes a new warning diagnostic. It will trigger whenever Form 8955-SSA generates and is not on extension.  This messaging will instruct you to extend Form 8955-SSA with Form 8955 until the Lacerte 2026 Benefit program is available.Additional Resources:IRS Site -

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

This post will be updated with release information for tax year 2026 Lacerte. To see the tentative release schedule for Tax Year 2026 see Lacerte release dates. To preview what’s new for the year see What's new with LacerteYou can subscribe to this post by selecting the Follow button at the bottom of this post. Related Help Articles:How can I check which version of Lacerte I have installed?Getting ready with LacerteHow to download and install prior-year Lacerte

Join us for a free, one-day virtual conference designed to help you tackle AI noise, streamline workflows in Lacerte, and prepare for the upcoming tax season with confidence.Register today for expert-led sessions on workflow bottlenecks, tax law updates, and data security. Earn free CPE/CE credits.👉 Learn more here.

Arizona Department of Revenue recently announced their MeF Production Environment is scheduled to be unavailable beginning Friday, October 9 at 12PM and ending Tuesday, October 13 at 7AM Pacific.  During this maintenance period, all processing will be paused. Any submissions sent during this time frame will be queued at the IRS. Submissions will be retrieved and processed once maintenance is completed.The Arizona DOR acknowledges this schedule coincides directly with the days leading up to the October extension deadline, noting the decision to proceed during this time frame was not made lightly. Key Details:Downtime Begins - October 9, 2026 at 12PM Pacific Downtime Ends - October 13, 2026 at 7AM Pacific E-file Submissions -  Returns transmitted during this period will be safely queued at the IRS level Acknowledgements - AZDOR  will begin retrieving queued submissions immediately once the system is back online on Tuesday, October 13. Anticipate a temporary delay in receiving state ackno

To help you keep returns moving, we’ve gathered resources for some of the most common topics you may run into while preparing, and e-filing 1040 and 1120 returns. 💡 Form 1040: Find help with K-1 entries, Sale of Home 🏡, 1099/1098 source documents, Form 7203, nonemployee compensation, and more. 🏢 Form 1120: Get guidance on short-year and final-year returns, NOLs, balance sheet suppression, Form 1120-F, amended returns, and more. 📤 E-file: Find resources for delayed acknowledgments, common e-file rejections, attaching PDFs, acceptance letters, and other filing questions.🔎 Check out Lacerte Hot Topics here to find the resources you need as you work toward the October 15 deadline.

The extended filing deadline for Form 1041 is September 30, and it’s just around the corner.If you need a quick refresher before filing those final returns, we’ve gathered helpful Lacerte resources covering common questions, including filing and perfection periods, distribution details, and other key information.Visit Lacerte Hot Topics to find the resources you need to stay on track and file with confidence.Learn More 

We'll be performing brief, routine database maintenance to improve overall platform performance, stability, and security.📅 Maintenance Window:Sunday, August 30 at 11:30 PM CST – Monday, August 31 at 1:30 AM CST⏰ Expected Downtime: Approximately 30–40 minutes during the two-hour maintenance window.This maintenance is intentionally scheduled during off-peak hours to minimize disruption. If you experience a brief interruption, please save your work and try reconnecting shortly afterward.Thanks for your patience and understanding as we continue to work to keep your system running smoothly.

The 9/15 extended filing deadline for Forms 1065 & 1120S returns is coming up fast!To make the process smoother, we've put together some resources for the most commonly asked questions. Whether you’re double-checking requirements, working through K-1 or K-2/K-3 details, or finalizing submissions, Lacerte Hot Topics has resources to help you file with confidence.Learn More

Maryland Tax Connect is undergoing a system migration that may result in delayed e-file acknowledgments and payment posting.What to know:Maryland systems will be unavailable August 21–31 during the migration. E-file acknowledgments may be delayed during this period. E-file payment posting delays may occur through September 1. Comptroller’s Office won't assess penalties for payments that couldn't be made due to the system transition.🔎 Track delayed e-file acknowledgments:https://accountants.intuit.com/support/en-us/help-article/electronic-filing/check-delayed-e-file-acknowledgements/L0QUUCpJ8_US_en_US🔥 See more Lacerte Hot Topics:https://accountants.intuit.com/support/en-us/help-custom/L2GmocnVX  

With Massachusetts' most recent conformity to certain provisions in public law No. 119.21, Lacerte has been updated to accommodate these changes.  The following diagnostic will be introduced and will trigger when MA is included in the state inventory."The state of Massachusetts enacted HB 5470 with selective conformity to OBBA provisions.  New Section 179 Maximum Dollar Limitations and Threshold Costs before Reduction require changes before filing or amending this return. Please check the MA Conformity Checkbox in the Miscellaneous Screen to apply the new MA adjustments. (ref. #61991)"When this diagnostic is present, the following input screens can be accessed to trigger the new calculations:Individual & Partnership - Screen 3  Corporate - Screen 4.1     S Corporate - Screen 3.1Once this checkbox has been marked, the diagnostic will clear indicating the MA conformity changes have been implemented.An additional diagnostic will also display referencing the expensing of research and e

Phishing scams are becoming more sophisticated, but knowing what to look for can help protect you. Learn how to recognize phishing emails and verify whether an email is really from Intuit.Check out our Trending topics in Lacerte Hot Topics to stay informed about phishing emails. 

We are aware of an issue with SafeSend customers getting invalid credentials when attempting to access SafeSend in Lacerte.To update the credentials and restore access to the SafeSend integration, you'll need to contact SafeSend Support via one of the methods below:Phone: (855) 818-3552 Email: supportsafesend@thomsonreuters.com Once SafeSend updates your account credentials, you'll be able to sign in and continue using the SafeSend integration with Lacerte.  

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.      

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.