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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
  • 76 replies
  • 118 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.

76 replies

IntuitBettyJo
Community Manager
January 9, 2023

Latest Update: Release Version 43.0105

 

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 - New Diagnostic added
- GA - Watermark Updates
- HI - Watermark Updates
- MD - Watermark Updates
- NC - Watermark Updates
- NM - Watermark Updates
- PA - New Diagnostic added
- SC - Watermark Updates
- US - Watermark Updates
- VA - Watermark Updates
- VT - Watermark Updates
- WA - Watermark Updates
- WV - Watermark Updates


S-Corporation

- HI - Watermark Updates
- NM - Watermark Updates
- SC - Watermark Updates
- VT - Watermark Updates


Partnership

- HI - Watermark Updates
- NM - Watermark Updates
- SC - Watermark Updates
- VA - Global call commented out and glo VA released rebuilt for pto fix.
- VT - Watermark Updates


Corporate

- AR - Watermark Updates
- DE - Watermark Updates
- HI - Watermark Updates
- LA - Watermark Updates
- MO - Watermark Updates
- NM - Watermark Updates
- SC - Watermark Updates
- TN - Watermark Updates
- US - Update to FBAR Diagnostic
- VA - global call issue
- VT - Watermark Updates


Global

- GA - Watermark Updates
- MD - Watermark Updates
- NC - Watermark Updates
- SC - Watermark Updates
- VA - Watermark Updates rebuilt for pto fix.
- WV - Watermark Updates


Fiduciary

- HI - Watermark Updates
- NM - Watermark Updates
- US - Watermark Updates
- VT - Watermark Updates



Exempt

 

 

 

Operators


 

Gift

- US - General updates

 

 

 

 

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?

 

 

 

 

 

 

 

Betty Jo
IntuitBettyJo
Community Manager
January 11, 2023

Latest Update: Release Version 43.0111

 

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

NM - General release
OK - Watermark Updates
US - Calculation update for IRA Worksheet
      - Watermark Updates"
VT - Watermark Updates
WA - General Release
DE - Watermark Updates
HI - Watermark Updates
LA - Watermark Updates
MO - Watermark Updates


S-Corporation

NJ - NJ efile
NM - General release
VT - Watermark Updates
DE - Watermark Updates
OK - Watermark Updates
HI - Watermark Updates
LA - Watermark Updates


Partnership

VT - Watermark Updates
DE - Watermark Updates
HI - Watermark Updates
LA - Watermark Updates
NM - General release
NY - Updates to NYC-204, NYC-5UB and Watermark updates.
OK - Watermark Updates


Corporate

AR - Watermark Updates
DE - Watermark Updates
HI - Watermark Updates
LA - Watermark Updates
NJ - NJ efile
NM - General release
TN - Watermark Updates
VT - Watermark Updates


Global

LA - Watermark Updates


Fiduciary

DE - Watermark Updates
HI - Watermark Updates
LA - Watermark Updates
NM - General release
OK - Watermark Updates
US - Watermark Updates
VT - Updates to Form FIT-166



Exempt

US - Updates to 990-T EF PIN
      - Updates to 990-PF Diagnostic

 

 

Operators


 

Gift

 

 

 

 

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?

 

Betty Jo
IntuitBettyJo
Community Manager
January 19, 2023

Latest Update: Release Version R3.5

 

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)

 

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

 

Individual

WV - Watermark Removal
VT - Watermark Updates
VA - Watermark Updates
US - Watermark Updates
TX - Watermark Updates
SC - Watermark Updates
NY - Watermark Updates
NH - Watermark Updates
LA - Watermark Updates
GA - Watermark Updates
DE - Watermark Updates
AR - Watermark Updates
WI - Watermark Updates
IN - Watermark Updates
IL - Watermark Updates
WA - General Update
NJ - Conformity Diagnostic and Watermark Updates
OK - Filing item updates
MO - Form 5870 and Watermark updates
ID - Schedule 1 Updates
DC - HSR Updates
UT - Updated Government Instructions
RI - Updated Government Instructions
AZ - Updated Government Instructions
PA - Updates to PA-40 and Sch O


S-Corporation

VA - Watermark Updates
TX - Watermark Updates
TN - Watermark Updates
SC - Watermark Updates
NY - Watermark Updates
NH - Watermark Updates
MO - Watermark Updates
GA - Watermark Updates
DE - Watermark Updates
IL - Watermark Updates and Fix 2220
WI - Watermark Updates
MI - Watermark Updates
IN - Watermark Updates
US - Refresh
NM - General Update
OK - Filing item and Watermark Updates
AR - Added Diagnostic and Watermark Updates
NJ - Resolved Out of Range error when entering current year asset in Depreciation screen.
VT - Updates to 8879 user option
ID - Updated Government Instructions and PTE-12
UT - Updated Government Instructions
RI - Updated Government Instructions
AZ - Updated Government Instructions
PA - Updates to Forms 8879 and 8453 and Graphics


Partnership

VA - Watermark Updates
TX - Watermark Updates
TN - Watermark Updates
SC - Watermark Updates
OK - Watermark Updates
NY - Watermark Updates
NH - Watermark Updates
MO - Watermark Updates
HI - Watermark Updates
GA - Watermark Updates
WI - Watermark Updates
MI - Watermark Updates
IN - Watermark Updates
IL - Watermark Updates
AR - Added Diagnostic and Watermark Updates
LA - Various Forms Updated
VT - Updates to 8879 user option
ID - Updated Government Instructions and PTE-12
UT - Updated Government Instructions
RI - Updated Government Instructions
CA - Updated Government Instructions
AZ - Updated Government Instructions
US - Updates to Schedule K-3


Corporate

VA - Watermark Updates
TX - Watermark Updates
SC - Watermark Updates
NY - Watermark Updates
NH - Watermark Updates
HI - Watermark Updates
GA - Watermark Updates
DE - Watermark Updates
AR - Watermark Updates
WI - Watermark Updates
MI - Watermark Updates
IN - Watermark Updates
IL - Watermark Updates
NM - General Update
NJ - Resolved calculation error
MO - Updates to Form 1120 and Watermarks
VT - Updates to 8879 user option
UT - Updated Government Instructions
RI - Updated Government Instructions
OR - Updated Government Instructions
ID - Updated Government Instructions
AZ - Updated Government Instructions
PA - Updates to Forms 8879 and 8453 and Graphics


Global

TX - Watermark Updates
MO - Watermark Updates
WI - Watermark Updates
IN - Watermark Updates
GA - General Update
LA - Updates to GLA Credit Table


Fiduciary

US - Watermark Updates
OK - Watermark Updates
NY - Watermark Updates
NH - Watermark Updates
MO - Watermark Updates
HI - Watermark Updates
GA - Watermark Updates
DE - Watermark Updates
AR - Watermark Updates
WI - Watermark Updates
MI - Watermark Updates
IN - Watermark Updates
IL - Watermark Updates
NM - General Update
"LA - Updated the global calc to store additional Musical credits separately.
- Updated ODT forms to display these stored values."
VT - Updates to 8879 user option
UT - Updated Government Instructions
RI - Updated Government Instructions
ID - Updated Government Instructions
AZ - Updated Government Instructions



Exempt

US - Watermark Updates
IL - Watermark Updates

 

 

Operators


 

Gift

 

 

 

 

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?

 

 

 

 

 

 

 

 

Betty Jo
IntuitBettyJo
Community Manager
January 20, 2023

Latest Update: Release Version 43.0120

 

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)

 

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

 

Individual

AL - Updates to ALI 40NR, 40A and Federal Income Tax Deduction Worksheet
AR - Watermark Updates
DE - Watermark Updates
IA - Watermark Updates
KS - Watermark Updates
KY - Watermark Updates
LA - Sch E Not Taking Retirement Benefits as Exempt and Watermark updates
ME - Watermark Updates
MI - Watermark Updates and MI-1040CR-7 percentage
MN - Updates on Conformity, Watermarks and schema
MO - Watermark Updates
MT - Watermark Updates
ND - Watermark Updates
NY - Watermark updates 
OH - Watermark Updates


S-Corporation

AR - Watermark Updates and PTE diagnostic removed
IA - Watermark Updates
KY - Watermark Updates
MO - Watermark Updates
MT - Watermark Updates


Partnership

AR - Watermark Updates and PTE diagnostic removed
DE - Watermark Updates
IA - Watermark Updates
KY - Watermark Updates
MO - Watermark Updates
MT - Watermark Updates
ND - Watermark Updates
NJ - Share of Pass-through Business alternative income tax for partners directory is not populating a zero in E-file causing a validation error
OH - Watermark Updates


Corporate

AL - BIT-V approved
AR - Watermark Updates
IA - Watermark Updates
KY - Watermark Updates
MO - Watermark Updates
MT - Watermark Updates
OH - Watermark Updates


Global

IA - Watermark Updates
MT - Watermark Updates
OH - Watermark Updates


Fiduciary

AR - Watermark Updates
DE - Watermark Updates
MO - Watermark Updates
OH - Watermark Updates



Exempt

 

 

 

Operators


 

Gift

 

 

 

 

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?

 

Betty Jo
IntuitBettyJo
Community Manager
January 24, 2023

Latest Update: Release Version 43.0124

 

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)

 

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

 

Individual

ID - Updates to 1099K
OK - Multiple Schedules updated
AZ - Updates to AZ 2023 QCO(321) and QFCO(352)
DC - Updates to Schedule HSR, Line 2
IA - Updates to Form 4562A
NY - Eform Watermarking Conformity Diagnostic and Form IT-209/213 Watermark Updates
UT - Government Instructions Updated
RI - Government Instructions Updated
OR - Updated PTE Input for PTE-E Tax Paid in K-1 Passthrough Screen for Partnership and SCorp
ND - ES Worksheet and alignment on Form ND-1
NJ - Form 1040/ES/630 Watermark Updates
CA - Update Schedule CS for Middle Class tax refund
NE - Watermark Updates
MO - Watermark Updates
US - Watermark Updates and PTE Input for PTE-E Tax Paid in K-1 Passthrough Screen for Partnership and SCorp
OH - Watermark Updates Form 4708
DE - Watermark Updates, and DE Pension exclusion for higher education updates

 


S-Corporation

IA - Updates to Form 4562A
NY - Eform Watermarking
FL - F-1120 Watermark Updates
ID - Government Instructions Updated
CO - Government Instructions Updated
OR - Government Instructions Updated , and Form OR-21 watermark removed
CA - Government Instructions Updated and PTE Return Client Letter Date updated
OK - Watermark Updates
OH - Watermark Updates
AR - Watermark Updates
AL - Watermark Updates
MO - Watermark Updates Late Watermark Updates


Partnership

CA - PTE and Return Client Letter Date updates
IA - Updates to Form 4562A
NY - Eform Watermarking
ID - Government Instructions Updated
CO - Government Instructions Updated and Automation for Farmer PTE Return
OR - Government Instructions Updated , Unable to Generate OR-21 When Partner is LLC Partnership, Form OR-21 watermark removed, and Fixed diagnostic issue
AL - Watermark Updates
MO - Watermark Updates Late Watermark Updates
OH - Watermark Updates Form 4708


Corporate

MO - Updates to Form MO-2220 & Watermark Updates
FL - F-1120 Watermark Updates
ID - Government Instructions Updated
CO - Government Instructions Updated
OH - Watermark Updates
NY - Watermark Updates
AR - Watermark Updates
DE - Watermark Updates and Graphic updates


Global

OR - Local Tax Estimate Dates updated
NY - Eform Watermarking
CO - Updated K-1 diagnostic
NE - Watermark Updates


Fiduciary

UT - Form TC-41
NY - Eform Watermarking
CO - Government Instructions Updated
CA - Government Instructions Updated and Schedule K-1 Updates
US - Watermark Updates



Exempt

 

US - Diagnostic updates and Watermark Updates, Form 5471

 

Operators


 

Gift

 

 

 

 

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?

 

 

 

 

 

 

 

 

Betty Jo
IntuitBettyJo
Community Manager
January 31, 2023

Latest Update: Release Version 43.0131

 

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

MA - Updates to Form 8453
MS - Updates to K-1 withholdings
CA - Updates to Disclosures, Form 3805E, Form 4197, Form 3514
DE - State Implementation of Form 8915 Qualified Disaster Distributions
MO - State Implementation of Form 8915 Qualified Disaster Distributions
LA - State Implementation of Form 8915 Qualified Disaster Distributions
AL - Updates to Form 2210AL
IN - ATC-406525 (Melinda)
DC - Disclosure update
CO - Disclosure update
RI - Disclosure update
VA - dispo templatingv
TX - E-File Payment Record Watermark updates
NJ - Info Diag for Jail Wage
MI - Updates to Input sheets
IL - Updates to Input sheets
WI - Updates to Input sheets
UT - Updates to Input sheets
AZ - Updates to Input sheets
OR - Updates to Input sheet
NY - Updates to various forms
MN - M1NC updated instructions
NH - Removed Watermark
NC - Schedule D template updates
US - Watermark Updates
SC - Watermark Updates and Diagnostic deletion
MD - Watermark Updates
GA - Watermark Updates

 


S-Corporation

CA - Form 3805E and updates to Form 4197
UT - K-1 Issue with Skip in Shareholder Numbering
WI - Voucher Updates
NY - Updates to Form IT-653
RI - PTE Filing Information for Estimated Tax Payments in the Client Letter is Missing
IL - Fix: IL triggers the IL1065 Box 1 J when 2220 is not printing
SC - Diagnostics Deleted
TX - E-File Payment Record Watermark updates
OR - GFS build
NJ - K-1 & NJ-NR-A Watermark updates
IN - OCC Diagnostic updates
GA - PTE changes
NH - Removed Watermark
DC - Watermark Updates
CO - Watermark Updates
MA - Watermark Updates
US - Watermark Updates
KS - Watermark Updates, OSI, and calculations
MO - Watermark Updates
AR - Watermark Updates


Partnership

AZ - Form 165 Watermark removed
CA - Form 3805E and updates to Form 4197
WI - Voucher Updates
NY - Updates to Form IT-653
RI - PTE Filing Information for Estimated Tax Payments in the Client Letter is Missing
OR - ATC-406410, ATC-406472
CO - ATC-406554 ATC-406881
IL - Fix: IL triggers the IL1065 Box 1 J when 2220 is not printing
SC - Diagnostics Deleted
TX - E-File Payment Record Watermark updates
IN - OCC Diagnostic updates
AR - OSI changes removed
GA - PTE changes OSI
NH - Removed Watermark
COMMON - Restore lost OSI
DC - Watermark Updates
US - Watermark Updates
KS - Watermark Updates, OSI, and calculations
IA - Watermark Updates
MO - Watermark Updates and OSI changes removed


Corporate

CA - Form 3805E and updates to Form 4197
US - Form 8864 final
WI - Voucher Updates
NY - CT-3-A, CT-300 CT-5 WM
SC - Diagnostics Deleted
TX - E-File Payment Record Watermark updates
IN - OCC Diagnostic updates
NH - Removed Watermark
DC - Watermark Updates
CO - Watermark Updates, and 112X error message
MO - Watermark Updates
IA - Watermark Updates
DE - Watermark Updates
NM - Watermark Updates and Diagnostic updates


Global

IA - Voucher Updates
RI - PTE Filing Information for Estimated Tax Payments in the Client Letter is Missing
WI - NOL2 changes


Fiduciary

UT - Form 4136 Updates
ID - Form 4136 Updates
DC - Form 4136 Updates
CO - Form 4136 Updates
AZ - Form 4136 Updates
CA - Form 3805E and updates to Form 4197
OR - Updates to Form 4136 Sch R in Forms view
WI - NOL1 and NOL2 watermark updates
RI - PTE Filing Information for Estimated Tax Payments in the Client Letter is Missing
SC - Diagnostics Deleted
VA - forms and ef approval
NY - IT-112-R WM
IN - OCC Diagnostic updates
NJ - Removed Watermark
NH - Removed Watermark
US - Watermark Updates
MO - Watermark Updates
AR - Watermark Updates
GA - Watermark Updates



Exempt

 

CA - Updates to Form 4197
NY - CT-5 wm

 

Operators


 

Gift

 

 

 

 

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?

 

 

 

 

Betty Jo
IntuitBettyJo
Community Manager
February 3, 2023

Latest Update: Release Version 43.0202

 

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 - Watermark Updates & Various Federal / State tasks
MO - Voucher Watermark Updates
WA - General release
WV - Various Federal/State Tasks
VA - Various Federal/State Tasks
NE - Various Federal/State Tasks
NC - Various Federal/State Tasks
MD - Various Federal/State Tasks
GA - Various Federal/State Tasks
US - US Form 1040-V Prints Twice When Printing the Government Filing Copy
MS - Multiple updates
OR - Schedule R Updates
CO - CO Main Form Filing Instructions Reference 2021 Form DR8453P
OH - RITA City Updates
CA - Updates to CA Form 4197 and Form 2106 Vehicle Worksheet has Incorrect Calculation
ME - Diagnostic Updates
KY - Various Updates

 


S-Corporation

ND - Watermark Updates
NE - Watermark Updates
NC - Watermark Updates
MO - Voucher Watermark Updates
NY - Informational Diagnostics
IL - IL E-File Reject ILAuth-100-1 When Business Rule Items Met
KS - PTE Add Estimates to filing instructions
CO - CO Main Form Filing Instructions Reference 2021 Form DR8453P
OH - OH Form 1140, Page 2, Phone Number of Signing Officer or Agent Printing on Wrong Line
CA - Updates to CA Form 4197
KY - Various Updates
IA - Updates to Form 4562A and PTE-C incorrect total number IA Non Resident members included on PTE and Updates to Sch K-1 Line 13-17, Updated IA composite return to properly validate e-file when reporting a loss (neg income)
US - 1120S and K-1 Final Instructions

 


Partnership

NE - Watermark Updates
NC - Watermark Updates
MO - Voucher Watermark Updates
COMMON - Missing PNJ OSI. Series 208, Code 20
IL - IL E-File Reject ILAuth-100-1 When Business Rule Items Met
KS - PTE Add Estimates to filing instructions
CO - CO Main Form Filing Instructions Reference 2021 Form DR8453P
OH - OH Form 1140, Page 2, Phone Number of Signing Officer or Agent Printing on Wrong Line
CA - Updates to CA Form 4197 and Proforma updates
KY - Various Updates
IA - Updates to Form 4562A and PTE-C incorrect total number IA Non Resident members included on PTE and Updates to Sch K-1 Line 13-17, Updated IA composite return to properly validate e-file when reporting a loss (neg income)


Corporate

ND - Watermark Updates
KS - Watermark Updates
NE - Watermark Updates
NC - Watermark Updates
MO - Voucher Watermark Updates
NY - Informational Diagnostics
MI - Schema Updates
CO - CO Main Form Filing Instructions Reference 2021 Form DR8453P
OH - OH Form 1140, Page 2, Phone Number of Signing Officer or Agent Printing on Wrong Line
CA - Updates to CA Form 4197
KY - Various Updates


Global

US - Fix PDF Auto Attach option for PTO
IA - PTE-C incorrect total number IA Non Resident members included on PTE
OR - Form OR-40 Pulls Preparer Name Incorrectly When Designation Entered
OH - OH Form 1140, Page 2, Phone Number of Signing Officer or Agent Printing on Wrong Line
CA - Updates to CA Form 4197
KY - Various Updates


Fiduciary

CO - Input sheets and CO Main Form Filing Instructions Reference 2021 Form DR8453P
ID - Input sheets
AZ - Input sheets
US - General release
OH - Form 1140, Page 2, Phone Number of Signing Officer or Agent Printing on Wrong Line
CA - Updates to CA Form 4197
KY - Various Updates
IA - Updates to Form 4562A and PTE-C incorrect total number IA Non Resident members included on PTE and Updates to Sch K-1 Line 13-17, Updated IA composite return to properly validate e-file when reporting a loss (neg income)



Exempt

 

NY - Informational Diagnostics
CA - Updates to CA Form 4197

 

Operators


 

Gift

 

 

 

 

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?

 

Betty Jo
IntuitBettyJo
Community Manager
February 7, 2023

Latest Update: Release Version R4 43.0207

 

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 - Watermark Updates
AZ - Updates to QCO(321) and QFCO(352)
CA - Updates to 3805E and Updates to 3805Z Booklet and Form 3840
CO - Updates to Form 8454 and Form 104
CT - Tax planner error
DC - Multi-LLC Diag delete
ID - Fixed Blank Worksheet Trigger
IL - Form 4562 Line 10 Updates
LA - IT-540 Schedule E & IT-540B NPR Worksheet and IT-540 & IT-540B Extension Changes
NJ - NJ-1040X/NR Watermark Updates (Child Tax Credit)
NY - Y-203 WMIT-112-R View Fix and Watermark Updates
OR - Fixed Portland Multnomah Diagnostic Ref. 57603 Generates When Screen 54.022 (Code 1) Has Value 2
PA - Various Updates
US - Various Updates
WV - County Code Updates

 


S-Corporation

AL - BPT-IN
AZ - PTE Rounding Updates
CA - Updates to 3805Z Booklet
CO - Updates to Form 8454
DC - Updates to Input Sheets
GA - Form 600S Schedule 1 Generating on Multi-State Return
IL - Form 4562 Line 10 Updates
MS - Fixed Net short and long term capital gain will not go below zero.
NM - Updated Schema
NY - CT-5.4 filing instruction updates
OR - Updates to Inputs for OR-21-MD-PT
RI - Updates to Input Sheets
US - Updates to Input Sheets Screen 3 PPP Not Included
UT - Updates to Input Sheets
VA - PTET E-file updates

 


Partnership

AL - BPT-IN
CA - Updates to 3840
CO - FI 8454 and Form 104 Updates
DC - Updates to Input Sheets
GA - OSI restored
IL - Form 4562 Line 10 Updates and Form 2220 line 19
MS - Fixed Net short and long term capital gain will not go below zero.
NM - Updated Schema
NY - EForm Watermark updates
OR - Updates to Inputs for OR-21-MD-PT
RI - Updates to Input Sheets
US - Form 8908 Watermark updates
UT - Updates to Input Sheets
VA - PTET E-file updates
WI - Updates to Input Sheets


Corporate

AL - CPT
AZ - Updates to Input Sheets
CA - Updates to 3805E and Updates to 3805Z Booklet
CO - Updates to Input Sheets and Form 104
DC - Updates to Input Sheets
ID - Updates to Input Sheets
IL - Form 4562 Line 10 Updates
NC - Watermark Updates
NM - Updated Schema
NY - CT-300, CT-5, and CT-5.3 filing instruction changes
OR - Updates to Input Sheets
RI - Updates to Input Sheets
US - Form 1120 watermark updates
UT - Updates to Input Sheets


Global

CA - Updates to 3805Z Booklet
IA - Form OR-21 Estimated Tax Payments Options
NY - Eform Watermark updates and DTF-621 & DTF-626 & IT-654
OR - Updates to Inputs for OR-21-MD-PT


Fiduciary

CA - Updates to 3805E
CO - Updates to Form 8454
IL - Updates to Input Sheets, and Form 104 updates
MD - Watermark Updates and 502CR Summary page
NM - Updates to Update Form FID-D
NY - IT-112-R View Fix and Eform Watermark Updates
US - Watermark Updates



Exempt

 

CA - Form 4197 Watermark and Form 3840 updates
NY - CT-5 filing instruction changes
US - Form 3115 Draft Watermark updates

 

Operators


 

Gift

 

 

 

 

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.

 

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

 

Betty Jo
IntuitBettyJo
Community Manager
February 9, 2023

Latest Update: Release Version R4.2 43.0209

 

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 - Watermark Updates
CA - Updates to Form 3805E
CO - Form DR-8454 Prints Two Copies When Print Client Copy of Return
CT - Updates for the 1310 and for the 8801 attachments
DC - D-2210 watermark removed
ID - multiple updated credit graphics
IL - Form instruction for IL-EIC
IN - Form instruction
KS - K-40SVR line 12 base year left blank
KY - Conformity updates
MA - 1-ES Final
MD - Form502CR
MI - Form instruction
MO - Main form applicability
MT - Credit Diagnostic Updates
NY - Eform IT-238, IT-112.1 WM
OH - OHC Resident City Generic Not Calculating Credit for Taxes Paid to Other States and OHC West Alexandria Credit Factor updates and E-file Reject Related to Schedule of Credits Showing Incorrect Percentage Format
OK - Updates to Form 511-EIC
OR - Portland Form MC-40 & MET-40 Print Options Not Working Correctly updates and SchWFHDC/QualifyingProviders/ProviderInformation/ProviderAddress/USAddress/CityNm Updates
PA - Philly forms mostly now unapproved
US - Reject on Form 8828A for Missing Info; Diagnostic Ref. 58369 Generates When W-2 Box 11 Entries Are Present and Form 6765 Watermark Updates
VT - Updates to Form 8879
WI - Form instruction for AR
WV - TFI-88629

 


S-Corporation

AK - General release
AL - Watermark Updates
AR - Various Updates
CA - Updates to Form 3805E
DC - Input Sheet Updates
HI - General release
ID - Various Updates to Form 41S and multiple updated credit graphics
IN - Form instruction Sch. COMP_A
KS - Various Updates
MD - Filing Instruction Letter Does not Reflect the MD Main Form Filing Instructions
MN - Updates to Final Return Checkbox
MS - Updates to Form 80-155 Part I should not have Col C row 1 if Col D row 1 is blank
MT - PDF Table Updates
NC - Add Diag for E-file Reject NCCD401S-2120
NE - Watermark Updates
NJ - PTE Updates
NM - General release
NY - Updates to Form NYC-3L Validation Failure
OH - Various Updates
OR - Form OR-21-V Estimated Tax Payments Not Showing in General Information
PA - BIRT Forms
RI - Input Sheet Updates
US - Final Forms 3468, 6765
VT - Updates to Form 8879
WI - Form Updates and Fixed PTE Entity first name validation
WV - Watermark Updates

 


Partnership

AL - Watermark Updates
AR - Various Updates
CA - Updates to Form 3805E
HI - General release
ID - Various Updates to Form 41S and multiple updated credit graphics
IN - Form instruction Sch. COMP_A
KS - Various Updates
MI - Input Sheet Updates
MN - Input Sheet Updates
MT - PDF Table Updates
NE - Watermark Updates
NJ - TFI-88587 and PTE updates
NM - General release
NY - Eform IT-238 and Watermark Updates
OH - Various Updates
OR - Schedule OR-21-K-1 - Add a "Do Not File" Field
PA - Philly forms mostly now unapproved
US - Updates for the 1310 and for the 8801 attachments
VT - Updates to Form 8879
WI - Form instruction
WV - Watermark Updates


Corporate

AK - General release
CA - Updates to Form 3805E
HI - General release
ID - multiple updated credit graphics
IN - Input Sheet Updates
MI - Input Sheet Updates
MN - Input Sheet Updates
MT - PDF Table Updates
NJ - Form 500 Graphic
OH - Various Updates
PA - Philly forms mostly now unapproved
US - Final 6765 and 3468
VT - Updates to Form 8879
WI - Form Updates
WV - Watermark Updates


Global

KS - Credits Credits Credits
MT - Reject Form PTE-E9 is triggered when Sch I not required, 100% box not checked
NJ - PTE Updates
NY - Eform IT-238, IT-112.1 WM
OH - OHC Resident City Generic Not Calculating Credit for Taxes Paid to Other States and OHC West Alexandria Credit Factor updates
OR - Form OR-21-V Estimated Tax Payments Not Showing in General Information
WV - Table updates


Fiduciary

CA - Updates to Form 3805E
DC - D-41 watermark removed
ID - Updated credit graphic
IL - Form instruction NLD
IN - Form instruction Sch. COMP_A
KS - Watermark Updates
MA - Graphic Updates
MN - Input Sheet Updates
MT - PDF Table Updates
ND - Watermark Updates
NJ - Vouchers WM
US - General release
VT - Updates to Form 8879
WI - Form instruction and Fixed PTE Entity first name validation
WV - Watermark Updates



Exempt

 

CA - Updates to Form 3805E

 

Operators


 

Gift

 

 

 

 

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?

 

 

Betty Jo
IntuitBettyJo
Community Manager
February 15, 2023

Latest Update: Release Version 43.0214

 

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 - Watermark update (40-A & W-2)
AZ - Updates to 2023 QCO(321) & QFCO(352)
CA - 3805E approved, CA Form 3554 updated, Duplicate print LLC payment record fix
CO - K-1 meal addback fixed
DC - Watermarks removed
ID - Diagnostic Ref 34871 reviewed
LA - Fed dependency for ICommon
MD - Added F29 == 7 to condition in calc.
ME - Updated Diagnostic Ref. 52051
MO - Modified calc in MO-A
MT - Updated the Federal Form Copies, Updated calc for Line 37
OH - Various Changes
OR - Portland Exemption updates
RI - Added RI-PTE in Client Letter
US - Various Changes; 3115 Watermark update

 


S-Corporation

AL - Crash Fix JH
AZ - Various changes
CA - 3805E approved, and CA Form 3554 updated
GA - GA added new business rule that checks for 600S, Box M, Date admitted into GA
IA - Various changes
ID - PTE-12 amounts fixed, Various Sch K-1 fixes
MA - 355-ES, 355-PV, RC, 2220
MD - Updated xml only tag
ME - Graphic rolled, worksheet updated
MN - Various changes
NE - schema version 3.0
NY - Various changes
OH - Various changes
OR - Input Sheets, ATC-408534, OR-21
US - 3115,8835 Watermark update; USEFDEFS
WV - Schema, PDF global shared table, sco all ef diag

 


Partnership

AL - Crash Fix JH
AZ - Various changes
CA - 3805E approved, and CA Form 3554 updated
CO - CO Sch K-1 updated
DC - Watermarks removed
IA - S-Corp, Partnership form error fixed, Form 1065 Sch K-1 updated
ID - PTE-12 amounts fixed, Various Sch K-1 fixes, Form PTE-12 updated
MD - Client letter updated
ME - Graphic rolled, worksheet updated
MN - Various changes
MS - Reviewed and Confirmed TA non-queriable
NE - schema version 3.0
OH - Various changes
OR - Various changes
US - 3115,8835 Watermark update; USEFDEFS with PMS
WV - Schema, PDF global shared table, par all ef diag


Corporate

CA - Various changes, 3805E approved
MA - 2220, RC, 355-ES, 355-PV, -U FORMS
OH - Various changes
OR - Portland Exemption updates
US - 3115, 8835 Watermark update; USEFDEFS
WV - Schema, PDF Corp Table, cor all ef diag


Global

COMMON - Updates to Reject for Business Rule 630
OH - Graphic rolled, form changes identified
RI - Added RI-PTE in Client Letter
WV - p/s calc


Fiduciary

AZ - Correct data will now print on K-1
CA - Added F29 == 7 to condition in calc.
CO - Witholding rate fix
IA - S-Corp, Partnership form error fixed, Form 1041 updated
MD - watermarks
ME - Watermark update
MN - Added xml modifier to line 15b and line 27b
OR - Portland Exemption updates
US - 3115 Watermark update
WV - Schema, PDF table, All EF diagnostic



Exempt

 

CA - CA Form 3554 updated

 

Operators


 

Gift

 

 

 

 

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?

Betty Jo