News & Updates

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

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