access to program after i stop using

Forum|Forum|5 hours ago
September 22, 2026
4 replies
26 views

if i stop using lacerte can i access the returns for my required retention period

Lacerte Tax

PhoebeRoberts

Intuit Community Champion

Only if you pay the annual FastPath charge. Best practice is to print to PDF; that’s the case even if you plan to renew Lacerte.

thompsonAuthor

Level 4

wow, so in terms of retiring i have to pdf seven years and store the harddrive. wow.

PhoebeRoberts

Intuit Community Champion

The IRS only requires that you keep a list of the returns, not the returns themselves, and the retention period is 3 years. Surely you’ve kept some sort of backup file copy of the return contemporaneously, if you’ve felt the need to keep more than the IRS minimum? Imagine if a natural disaster destroyed your computer!

Don’t forget that the e-file paperwork also has a 3-year retention period. Personally, I just toss them in a filing cabinet and shred the oldest stack as they expire.

thompsonAuthor

Level 4

oregon CPA ethics is a seven year retention. I have paper files, and am scanning workpapers and will pdf onto hardrive the returns.

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