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2022 Lacerte Tax Program Update is Live and Available for Download (Updated 2/8/2024)

IntuitBettyJo
Community Manager
Community Manager

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?

 

2022-09-23_10-18-16.png

Note: Windows Operator Updates will prompt a system reboot

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IntuitBettyJo
Community Manager
Community Manager

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?

 

 

 

2022-09-23_10-18-16.png

 

 

 

 

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IntuitBettyJo
Community Manager
Community Manager

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?

 

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IntuitBettyJo
Community Manager
Community Manager

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?

 

 

 

 

 

 

 

 

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IntuitBettyJo
Community Manager
Community Manager

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?

 

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IntuitBettyJo
Community Manager
Community Manager

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?

 

 

 

 

 

 

 

 

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IntuitBettyJo
Community Manager
Community Manager

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?

 

 

 

 

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IntuitBettyJo
Community Manager
Community Manager

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?

 

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IntuitBettyJo
Community Manager
Community Manager

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

 

 

 

 

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IntuitBettyJo
Community Manager
Community Manager

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

 

 

 

 

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IntuitBettyJo
Community Manager
Community Manager

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.

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0216

 

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

AR - NOL and AR-OI carryover fixed
CA - Various changes
COMMON - Yes
IA - Updated the applicability expression
LA - Filing instructions for EXT, Fed dependency ICommon, Worksheet issues resolved
MN - M1NC NOL wkst, Added codes, updated calc and BAR
MT - Various changes
NC - Watermarks
NJ - Updated P633
NY - Added multi-llc efile capability to PTO
OH - Various changes
OR - MC-40/MET-40 changes
RI - Added JTI to 1099E
WA - Added Diagnostic for incomplete driver license or state ID
WI - Series 6123 Code 2, New line in WI Form, Tax summary

 


S-Corporation

AR - Various changes
CA - Form 3805Z updated
CO - Various changes
COMMON - Yes
CT - CT-1065/CT-1120SI wording fixed
DC - Graphic updated
IA - Graphic updated
ID - K-1 override error fixed
KS - Various changes
ME - Watermark
NC - Watermarks
NJ - PTE-160
OH - Various changes
OR - MD 1D barcode fix, OR-21 updated
SC - Schema version
US - Various changes

 


Partnership

AR - Various changes
AZ - Diagnostic Ref. 58332 updated, OtherAsset description updated
CA - Diag deleted, Form 3805Z updated
CO - Form DR 0106EP Critical EF Diagnostic Reference #58355 update
COMMON - Yes
CT - CT-1065/CT-1120SI wording fixed
IA - Updated e-File modifier to correctly format the date
ID - K-1 override error fixed
IL - input sheets, cleared regression and updated BAR
KS - Various changes
ME - Watermark
NC - Watermarks CD-425
NE - Updated calc and reviewed regressions
NJ - PTE-160; CBT-160
NY - eform DTF624 Watermark NYC-5UB Watermark
OH - Various changes
OR - Various changes
RI - Input Sheets
SC - Schema version
US - Various changes


Corporate

CA - Various changes
CT - Remove Watermark on CU forms
DC - Graphic updated
IA - Updated the applicability expression
NC - Watermarks CD-425
NE - Watermarks
OH - Various changes
SC - Schema version
US - Updated Line 11 XML tag
WV - Watermarks


Global

KS - Various changes
KY - Updated calc for 2023 class factors
NJ - PTE-160; CBT-160
NY - eform DTF624 and DTF-626 Watermark
OH - Graphic updated, various changes
OR - Form OR-21-MD-PT
US - Depr Changes for Diags


Fiduciary

CO - Form 8454 printing twice fixed
MA - Graphic updated



Exempt

 

COMMON - Yes
US - 3115 Watermark

 

Operators


 

Gift

 

 

 

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

 

 

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

 

 

 

 

 

 

 

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IntuitBettyJo
Community Manager
Community Manager

Latest Update: Release Version 43.0221

 

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

AZ - Various Updates
CA - Various Updates
GA - Validation failure both military and retirement subtraction present
HI - Form N11 invalid formatting of GE tax id number
ID - Standard deduction
KS - Fixed K40 SVR Page 1 Prints Firm Info Above Claimant Signature line
LA - Various Updates
MD - 505X Watermark Updates
MO - Various Updates
NC - Updates to ES Worksheet
OK - Various Updates
OR - Multnomah exemption updates
SC - SC2210 Watermark Updates
US - Various Updates
VA - Reject 760-049

 


S-Corporation

CA - Form 7203 Line 47 is Greater than Line 29
IA - Reject X0000-006
KS - K-1 Updates
MD - Updates to FORM510-03410-010
ME - Watermark Updates
NE - Updates to Rejects S2SN-0003, S2SN-0004, S2SN-0005, S2SN-0006
NM - Updates to Entity level tax
OR - Form OR-21-MD-PT Updates
RI - Added RI-PTE in Client Letter
UT - F1 help updates

 


Partnership

AZ - Various Updates
IA - E-File modifiers on Schedule K
KS - K-1 Updates
MD - Filing Instruction Letter Does not Reflect the MD Main Form Filing Instructions
NM - Updates to Entity level tax
OR - Form OR-21-MD-PT Updates
RI - Added RI-PTE in Client Letter
UT - F1 help updates


Corporate

MD - Updates to Schedule A
ME - Updates to Schedule 1 and Schedule C and Watermark Updates
OH - Various Updates


Global

KS - K-1 Updates
MO - Form RD-108 Line 4 Blank When Amount is Expected


Fiduciary

GA - Form 4136 Watermark correction
IA - K-1 Updates
NE - Various Forms updated and Watermark Updates
NM - Updates to Entity level tax
RI - Added RI-PTE in Client Letter
SC - Watermarks Removed
WV - E-File Updates



Exempt

 

US - 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.

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0223

 

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 - NR Watermarks
AR - Various changes
AZ - Gov Instructions Links, Forms Modifier Change for EF Returns
CA - Form Approval, CA 3805Z laser map update
COMMON - Spanish Letter
DE - Various changes
IA - Verified federal changes, removed placeholder diags
LA - Updated graphics
MD - 502UP watermark removal
MI - Incarcerated wages reporting updates
MN - Form M1M, Line 29 calc verified
NE - Form 2210N and OPT Out, remove watermark
NH - NH BET reviewed
NY - Various changes, IT-603, IT-558, IT204-LL
OH - Various changes
OK - Updated calc file IOKPSET for 511-EIC
US - Updated Sch 1 trigger
WA - WA validation error fixed
WI - Various changes

 


S-Corporation

AR - Various changes
AZ - Gov Instructions Links
CA - Form Approval, CA 3805Z laser map update
CO - Updated graphics
COMMON - Yes
IA - Updated the e-File modifier for the AssetLife element in the Form 4562A, Various changes
IL - Added Critical Diag #58466
KS - Various changes
LA - Watermarks, Various changes
MA - Yes
MS - New Schema; Updated SMS
NC - Watermarks
NH - Yes
NY - CT-603 DTF95 and DTF96, Removed the Form CT-5.4 Filing Instruction "Payment Due" subsection, CT-5.4 FI
OR - Added EF Support for Par OR Form OR-21-MD-PT
SC - SC1120S form reviewed
US - Form 8936 to none

 


Partnership

AR - Various changes
AZ - Form 165 reviewed
CA - Various changes
CO - Updated graphics
COMMON - Yes
IA - Updated the e-File modifier for the AssetLife element in the Form 4562A
KS - Various changes
MA - Yes
MD - Various changes
MS - New Schema; Updated PMS
NY - IT-603 NYC-204 Watermarks
OR - Various changes
US - 8936 Watermarks to None


Corporate

AZ - Gov Instructions Links
CA - Form Approval, CA 3805Z laser map update
CO - Updated graphics, Watermarks removed
COMMON - Yes
HI - General release
IA - Updated the e-File modifier for the AssetLife element in the Form 4562A
LA - Watermarks, Various changes
MA - Yes
MS - New Schema
NC - Watermarks
NY - CT-603, DTF95 and DTF96
OK - OK Form 512 Schedule L Line 17 verified
US - 8936 Watermarks to None
VT - General release


Global

LA - Various changes
NY - IT-603 and CT-603
US - Yes


Fiduciary

AZ - Gov Instructions Links
CA - Form Approval
HI - General release - probably input sheets
IA - Updated the e-File modifier for the AssetLife element in the Form 4562A, Updated variable
MA - Yes
NE - Watermarks removed Watermark removal
NM - General release - probably input sheets
NY - IT-205, IT-205-J IT-2105.9 Watermarks and IT-603 change
SC - K1 Update
US - General release - probably input sheets
VA - 4136 Watermarks dna updated



Exempt

 

CA - Gov Instructions Links Form Approval
COMMON - OSI
NY - DTF96
US - 990-T, 3800

 

Operators


 

Gift

 

 

 

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

 

 

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

 

 

 

 

 

 

 

 

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IntuitBettyJo
Community Manager
Community Manager

Latest Update: Release Version 43.0227

 

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 - Fixed Schedule FTC-1 Uses Incorrect Percentage on line 6 for 2022


S-Corporation

 

 


Partnership

 


Corporate

 


Global

 


Fiduciary

 



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.

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0302

 

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

CA - Various changes, Tax Planner, 3805Z approved
COMMON - Verified changes to Form 5329
DC - Govt. Form Links
DE - Updated disclosure statements, Various DE forms updated
IA - Updated XML tagging
IL - Various changes
MN - Various updates
MO - Updated disclosure statements, Updated diagnostic
NC - Watermarks D-422, D-422A
OH - Updated graphics, Various verifications (Toledo), Program update
OK - Added max zero to calculation, OK Form 511 updated
PA - Reviewed and updated PA Schedule DC for Part Year Residents
US - Various changes
VA - Watermarks
WI - Various changes


S-Corporation

AZ - Program updated
CA - 3805Z approved
COMMON - Yes
DC - Govt. Form Links
IN - Various verifications
KS - Various changes
KY - Updated diagnostics
LA - Form CIFT-620 barcodes update
MA - Various changes
MO - MO PTE, Dependencies
MT - Various changes
NM - Entity level tax updates
OR - Govt. Form Links OR-21 Diag (HK002)
US - Program updated

 


Partnership

AZ - Various changes
CA - 3805Z approved
COMMON - Yes
DC - Govt. Form Links
IN - Various changes
KS - Various changes
KY - Updated diagnostic
LA - Watermarks, PLA pdf attachment updates
MA - Various changes
MO - MO PTE, Dependencies
NM - Entity level tax updates
US - Tag updates, Program update
UT - PAR UT PTE update


Corporate

AK - Added diag
CA - 3805Z approved
IL - Various changes
NY - Various changes
OR - Govt. Form Links
US - Yes


Global

KS - Various changes
LA - Reviewed and updated calc
MA - Yes
MO - MO PTE
MT - Various changes
US - Yes


Fiduciary

COMMON - Yes
DC - Govt. Form Links
IN - Various verifications
LA - Updated diag
MA - Various changes
MT - Updated the program to use the correct Foreign Country Table
NC - Watermarks
NJ - NJ-1041 Watermarks
NM - Entity level tax updates
OR - Govt. Form Links
US - Changed to use OD(28) for final year returns; Diagnostic added
VA - Watermarks



Exempt

US - INI

 

 

Operators


 

Gift

 

 

 

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0303

 

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

IL - IND IL - ILEIC-760-1 fix
MN - M1MT graphic updated and M1SA 100%, Sch M1MT line 12 flow fixed
OH - Fixed defect, Updated release record, cleared regressions
US - MN Conformity Changes
LA - Tax planner updated, IT-540B updated
MA - IND MA print issue resolved
OR - Various changes


S-Corporation

NJ - Yes
CA - Diag issue resolved
MT - Various changes
OR - Input Sheets
US - Added diag

 


Partnership

OR - Input Sheets
US - Diag issue resolved; F1 Help on the Force K-2 Part IX code 581 not included in 3/1 remake


Corporate

 


Global

COMMON - NJ Depr
NJ - Yes
MT - Various changes
US - Yes


Fiduciary

MT - Updated the program to use the correct Foreign Country Table
MA - MA Exception Error resolved



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.

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0307

 

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 - Updated incarcerated wages
AZ - Various changes
CA - Various changes
CO - Updates, Tax Planner Underpayment Tax Rates updates, Govt. Form Links
CT - Updates, removed diag (Planner)
DC - Updated graphics
GA - esff conditional modifier QeeTP2
HI - ESFF HI tax ID no. updated
IL - Removed beta diag, Tax Planner updated
IN - input sheets, Various changes Tax Planner, Tax Planner updated and diag removed, Disclosure
MA - Updates, removed diag (Planner)
MN - Updated BAR and dependencies (Planner)
MO - Various changes
NE - Filing instructions updated
NJ - Schema v0.2; NJ-1040 Stmt; Filing instructions updated Dup NJ-1040NR FI
OH - Updated calc, Worksheet updated (Generic and Toledo)
OR - Updates
SC - 1040-ES
US - Remove 1045 Watermarks; Various changes
WA - General release


S-Corporation

AR - Updated grid column
AZ - Sch K-1, Line 6 error fixed
IA - Fixed XML error, IA 2220
IL - Various changes
KS - Various changes (WrapUp)
LA - Updated Schema
MT - Updated calc, regressions, BAR
NH - Fixed DP160 Reject
OR - Print issues fixed, Added diag

 


Partnership

AZ - Various changes
HI - General release
IA - Updated modifiers
IL - Various changes
KS - Updated modifiers (ESFF bug); Various changes (WrapUp)
LA - Various changes, Watermarks
NC - ESFF Updated calc (rounding Form D-403TC)
OR - Print issues fixed, Added diag
US - Updated F1 help
VA - 502 PTET error fixed


Corporate

IL - Various updates, REV Name update
LA - Various changes
ME - Updated calc
MO - Updated modifiers
PA - Updated depreciation


Global

KS - Various changes (WrapUp)
LA - Updated Schema


Fiduciary

AZ - Input Sheets
CA - Input Sheets
CO - Input Sheets
DC - Input Sheets
HI - Updated modifiers
IA - Various changes
ID - Input Sheets
IL - TC-399953 K-1 Transfer
LA - Fix for blocker added
MO - Updated modifiers - (has dep)
NM - General release
NY - Added diag
OK - Updated modifiers
OR - Input Sheets
RI - Input Sheets
US - Remove NOL Diag Wks Watermarks
UT - Input Sheets
VT - General release



Exempt

US - 990-T line 1 negative

 

 

Operators


 

Gift

 

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0309

 

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, Updated calc
CO - Updated calc
DE - Various changes
HI - Input sheets
IA - Updated surtax rate
IN - Various changes
LA - Updated calc, Watermarks Watermarks
MI - ITC-1422
MN - Disclosures added, updated
MO - Various changes
NE - Added diag
NJ - Form NJ-1040 updated, Child TC bug
NM - Added diag
NY - ITA request
OH - Updated calc & Toledo Watermarks Tax Planner Update/Remove Planner Beta diagnostic
OK - Tax Planner update
PA - Added fed forms, Philly forms watermark
TN - Added code, updated code and calc (fed dependency, also need IUS), Added Screen topics (has OSI dependency), Various fixes
US - Various changes; State planner beta diags I-OH Beta Diag
WI - Disclosure, Tax Planner
WV - pdf attch diag


S-Corporation

AR - Updated calc, Fixed diag
CO - Removed dated attachment, Form DR 0106 update
IN - Updated input text and BAR
KS - Updated calc
KY - Various changes
LA - Watermarks
MA - Efile payment record fix
MS - Tax Credit flow fix
NE - Added diag
OH - Various changes (Tol Watermarks)
OR - Various changes
PA - Remove watermark for Philly forms, Fixed XML mods
US - Added diag
UT - Sch N box updated
WV - pdf attch diag, Attch fed rtn diag for par/sco

 


Partnership

AR - Updated calc
CO - Removed dated attachment
IL - Verified and updated graphics
IN - Updated input text and BAR
KS - K-120S update
KY - Various changes
LA - Watermarks
MN - input sheet; Fixed condition in ODT containers
NE - Added diag
NY - Updated graphic
OH - Various changes (Tol Watermarks)
OR - Various changes
PA - Remove watermark for Philly forms watermark
US - Added diag, K-3 update
WV - pdf attch diag, Attch fed rtn diag for par/sco


Corporate

CO - Removed dated attachment
LA - Watermarks
NE - Added diag, NOL NOL Worksheet Watermark issue for PTO
OH - Various changes (Tol Watermarks)
PA - Philly forms watermark
WV - pdf attch diag


Global

NE - Added diag
OR - Form OR-21 update
US - ITA request
WV - pdf attch diag, Attch fed rtn diag for par/sco


Fiduciary

AZ - Diag updated
IA - DNI
IN - input sheet, Updated input text and BAR
LA - EFDEF
MA - MA Form 2 updated
MN - input sheet; Various changes
MT - Fixed defect, Updated release record
NE - Added diag
SC - 1041ES 1041 ES watermark issue for PTO
US - Request from Team 4 (F-LA)
WI - input sheet; Updated BAR, Various changes
WV - pdf attch diag



Exempt

IL - Input sheets; Various changes

 

 

Operators


 

Benefit

US - 8955 completion; Remove fatal diags

 

 

 

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

 

 

 

 

 

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0313

 

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

AZ - AZ 2023 QCO(321) & QFCO(352) update
CA - Added new DB field
CO - Resolved calc issue
LA - LM
VA - Diag fix


S-Corporation

MD - Graphic update
RI - Letter changes
VA - Added diag

 


Partnership

IA - Updated PTE-C
MD - Various changes
VA - PTET Estimates, Added diag


Corporate

MD - Updated expression in ODT


Global

IA - Updated PTE-C, page 3
US - 5227 SWID


Fiduciary

IA - Updated calc & DNI (cap gains)
US - Updated Lacerte to avoid reject; Updated codes file
WI - Various updates



Exempt

 

 

 

Operators


 

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 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?

 

 

 

 

 

 

 

 

IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0316

 

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

AR - Various changes
CA - Various changes
CT - Form CT-1040X Line 22 fix
DC - D40 Filing Instructions generation fixed
IA - Updated calc
LA - Lasermapped form 540B
MA - Sch FCI; Sch 1 updates
MD - Form 502R Line 11 fix
ME - Various changes
MT - Various changes
NC - NC NOL
NY - Eform Watermarks removals for PTO, Updated calc IT-203-A; Flow fix for IT-196
OH - Various changes, Watermarks
OR - Various changes
US - Various changes
VT - Added diag
WA - Various changes
WI - Updated e-file mods


S-Corporation

AL - Updated calc
AZ - Fixed rounding issue
CO - Par CO Sch K-1 updated
COMMON - Removed high limit in codes file
IA - Updated IA form 8453-PTEC, Updated calc, regressions, BAR
KY - Various changes
LA - Lasermapped form 540B
MA - Sch. FCI, Client letter updated
MO - Various changes
NC - NCBUS-1215(wrong O), NCCD401S-1420(QSSS), NCCD401S-2670(Apport)
NJ - Print update, Preparer name; CBT-100/100S
NM - Form RPD-41367, Page 2, Line 9 field length updated; Updated for new schema
OR - Various changes
US - Added diag

 


Partnership

AR - Added AR-specific explanation field, Updated condition on both SSN and EIN fields
AZ - Updated diag
CO - Added overrides, Removed invalid diag
COMMON - Removed high limit in codes file
IA - Updated IA form 8453-PTEC; Updated override in program
KY - Various changes
MA - Sch. FCI, Client letter updated
NC - New schema version
NH - Business Rule Reject NHDP160-017 update, DP 160-017
NM - Form RPD-41367, Page 2, Line 9 field length updated; Updated for new schema
NY - Eform Watermarks removals for PTO
OR - Various changes
US - Added diag


Corporate

COMMON - Removed high limit in codes file
LA - Lasermapped form 540B
MA - FCI
NC - New schema version
NJ - Print update, Preparer name; CBT-100U/100/100S Remove Watermarks
NM - Schema version update - no changes for corp
NY - Updated calc, Diag NYC-2 page 7
OR - Various changes
TN - Updated diag triggers
US - Watermarks: 1120-F & 1120-F Sch P; 1120-F Sch M-3


Global

FL - Updated address
MA - Sch FCI
MO - MO-PTE
NY - Eform Watermarks removals for PTO
OR - OR-CAT updated, Updated estimates
US - Updated diag


Fiduciary

IA - Updated diag, Updated IA form 8453-PTEC
LA - Various changes
MA - Sch FCI; Client letter updated
NM - Form RPD-41367, Page 2, Line 9 field length updated; Updated for new schema
NY - Eform Watermarks removals for PTO
OH - Updated program to validate OH returns with W2G
OR - Updated estimates
SC - SC Grantor Trust output updated
US - Various changes



Exempt

COMMON - Removed diag
US - 5471 Defect

 

 

Operators


 

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 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?

 

 

 

 

 

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0317

 

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

VA - PTET schema update

 


Partnership

VA - PTET schema update


Corporate

 


Global

 


Fiduciary

NC - D407, Sch A



Exempt

 

 

 

Operators


 

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 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?

 

 

 

 

 

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0320

 

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

 

 


Partnership

 


Corporate

 


Global

 


Fiduciary

US - Updated Schema v6.0



Exempt

US - 990-T v7.0 & 990 v5.0 Schema

 

 

Operators


 

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 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?

 

 

 

 

 

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0321

 

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

AR - Added XML modifier
AZ - QCO(321) & QFCO(352) updated
DC - Calc updated
IA - Various changes
IL - Updated calc
MN - Various updates, Added diag
NJ - 1040X Graphic; Updated expression condition; 1040NR STMT
NM - Modified calc; Fixed validation error
OR - Various changes
PA - Fixed voucher, Various changes
RI - Letter changes
US - Various changes; Remove 8911 Watermarks
VT - Updated XML schema


S-Corporation

AL - Various changes
HI - Updated XML
IL - Updated calc, cleared regressions
NC - ESFF
OR - Input sheets
PA - Updated graphics, watermarks, lasermapping
US - Remove 8911 Watermarks/Updated calc
WI - Updated calc, input sheets

 


Partnership

AL - Added QBI worksheet, Various changes
GA - Updated calc to fix error
HI - Updated XML
MN - Updated calc, input sheets, BAR and cleared regressions
NC - K-1 Line 6 updated, Corrected calc
NJ - Partner Directory Bug Update
OR - Input sheets
PA - Fixed voucher, Various changes
US - Remove 8911 Watermarks/Updated calc


Corporate

AL - Various changes
GA - ITCR fnz ef tags
NE - NE Corp Amended form (1120XN) update
OR - Input sheets
PA - Updated graphics, watermarks, lasermapping
US - Remove 8911 Watermarks/Updated calc
VA - Schema version


Global

OR - Added diag
PA - Fixed voucher
US - For 5471


Fiduciary

AL - Various changes
AZ - Diag fix
LA - Fixed calc
MD - Form NBD version Form version update
OR - Input sheets



Exempt

US - Updated calc; 990-T Final ATS change for SL Depr 990T SchA

 

 

Operators


 

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 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?

 

 

 

 

 

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0323

 

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

CA - Various changes
CO - Added diag; Fixed spouse name printing issue
IA - Updated XML elements, 8915 Diag Removal
KS - 8915 Diag Removal
KY - Various changes
ME - 8915 Diag Removal
MI - Various changes
MN - Updated BAR, Validation failure
MT - Update EFXML modifier for form 2, Updated line 3, 8915 Diag Removal
ND - 8915 Diag Removal
OH - 8915 Diag Removal
OR - Input sheet changes
US - Updated Form 5471 (5471 Watermarks)


S-Corporation

AR - Updated various calc files
CA - Fixed inputs, Module updated
CO - Added diag
GA - Updated quality plan
KY - Various changes
MA - M-2210 Watermarks, Override fixed
MD - Updated letter sections
MO - Various changes
MS - Added composite diag
NC - Form CD-429 PTE fix
OR - Input sheet changes
PA - Requirements adjusted (Sch H)
US - 5471 Watermarks; Overrides fixed

 


Partnership

AR - Various changes
CA - Reviewd Schema, module updated, identified missing tags
CO - Added diag
IA - Updated calc, Various changes
KY - Various changes
MA - M-2210 Watermarks, Override fixed; 8453-P Watermarks/diag in PTO
MO - Various changes
OR - Input sheet changes
US - 5471 Watermarks; Overrides fixed


Corporate

CA - Reviewd Schema, module updated, identified missing tags
CO - Added diag
KY - Various changes
NY - Fixed validation error NYC-2 SchF Pt3
OR - Input sheet changes
US - 5471 Watermarks


Global

CO - Added diag
MA - Override functionality fixed
MI - Various changes
MO - Added graphics, Various changes


Fiduciary

AR - Diag fix
AZ - Diag adjusted
CA - Reviewd Schema, module updated, identified missing tags
CO - Added diag
IA - K-1 issue fixed, Fixed printing issue
LA - Lasermap added
MA - M-2210 Watermarks
MI - Various changes
US - Various changes



Exempt

CA - Reviewd Schema, module updated, identified missing tags
US - 5471 Watermarks; Graphic redelivery and lasermap

 

 

Operators


 

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 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?

 

 

 

 

 

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0324

 

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

 

 


Partnership

KS - Fixed defect, Updated regressions and BAR


Corporate

 


Global

 


Fiduciary

 



Exempt

 

 

 

Operators


 

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 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?

 

 

 

2022-09-23_10-18-16.png

 

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0328

 

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 - Updated calc
AR - New codes created and calc updated
AZ - QCO(321) & QFCO(352) updates
CT - Modifier updates
HI - Added diag
IN - Fixed defect; Updated BAR and dependencies, Obsolete credit removed
KY - Fixed calc
MD - Overstating fixed, IND MD Form 502 Page 2 Line 10a Pension Excl wksht, Updated diag,
MO - Updated conditions, Updated calc
NC - Updated calc
OR - Estimates removed
SC - Updated calc
US - Updated calc


S-Corporation

AR - Added block
CA - Updated graphic
IN - Various updates
LA - Updated diags
NM - Updated calc
OK - Updated calc
RI - Estimated Payments Electronic Payment Requirement updated
US - Removed checkboxes

 


Partnership

AR - Added block
CA - Updated graphic
IN - Various updates
LA - Various implementations
MD - Updated calc
MO - Added checkboxes, Fed Dep (OSI)
OK - Updated calc


Corporate

GA - Updated calc
RI - Estimated Payments Electronic Payment Requirement updated


Global

MO - Federal Form 1125-A Line 5 population error fixed


Fiduciary

ID - ID Form 66, Page 2, Schedule A, line 17 issue fixed



Exempt

US - Print issue fixed

 

 

Operators


 

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 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?

 

 

 

 

 

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0330

 

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

AR - OSTC calc change
AZ - 1099G generation update
IA - AMD EF Wizard
IL - Updated calc
MD - Client letter update
ME - Table update
MT - Updated BAR, Modifiers, DNA
NE - Diag for updated instructions
NJ - Planner
NM - Updated validation expression, PSET, Reverted ODT tag change
NY - Added line 39, Created new block, IT-216 Ln 15; Planner Form IT-203-F fix for override code in series 1209, code 43 Tax planner change and need IND Common
TN - Added diag
TX - Validation error fixed
US - Various changes
VA - Various changes


S-Corporation

IA - Various changes
KY - Various changes
MA - 355-7004 watermark, Diag updated
MO - Various changes - Watermarks
MT - PDF diags
NC - ESFF deleted outdated expression
NJ - Added override
SC - ESFF diags updated
VA - Added overrides
WI - Updated calc

 


Partnership

AR - Corrected rowbands
IA - Various changes
KS - Updated calc
KY - PTE-WH Count update; Diag added
MT - PDF diags
NC - ATE Error fixed
VA - PTET estimates, Overrides added


Corporate

COMMON - Fed 1118 changes
MA - 355-7004 watermark
ME - Added PDF diag
MT - PDF diags
NY - Various changes
US - 1120-F, 1118 watermarks


Global

NJ - Added override
US - Updated diag


Fiduciary

CA - Form 3804-CR Reject fixed
IA - Graphic updates; Updated calc
US - Various changes



Exempt

 

 

 

Operators

Forms Pop-Out View Encounters Send/Don't Send Errors When Opening and During Use


 

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 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?

 

 

 

 

 

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0331

 

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

 

 


Partnership

 


Corporate

 


Global

 


Fiduciary

 



Exempt

 

 

 

Operators

Defect fix - Error occurred with background processing of EF Transmissions

 

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 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?

 

 

 

 

 

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0404

 

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 - Added informational diag, Turned off ODT container
DC - Added support for multiple OSTC states
DE - Added diag, updated calc
GA - Defect fix
LA - Codes added
NC - Various changes
OK - Added block, Added diag and PDF auto attach


S-Corporation

AR - Updated calc

 


Partnership

AR - Updated calc
GA - Added diags, various changes
MS - Added expression
NC - Population issue resolved
US - Form 8082, part 2 error fix


Corporate

 


Global

GA - Added diags, various changes
MO - Added input


Fiduciary

NY - Reject fixed



Exempt

 

 

 

Operators

 

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 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?

 

 

 

 

 

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0406

 

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 - Updated calc, Added new input
CA - Exception code changes, 5805, Page 5 graphic issue
GA - Updated calc
IA - Various changes
MA - Diags added
MD - Updated calc and letter code
MI - Corrected client letter
MO - Added input
MS - Reclassified diags
MT - Added calc condition, Enhanced diag condition, Applied adjustment amount/Added new inputs, Updated calc
NH - Calc change
NJ - Planner Bug
OH - Corrected Column F and page 3 trigger
OR - Updated title in OSI and diag
PA - Diag added, Modifiers updated
TN - Various changes
US - Various changes


S-Corporation

AL - Various changes
AR - Override dates, diag added
GA - DOR Certificate number duplication fix
IA - Various changes
IN - Various changes
MO - Added input
NC - Diag for rounding
PA - Diag added, Modifiers updated
US - Form 8082, Part 2 error fixed

 


Partnership

AL - Various changes
AR - Override dates, diag added
CT - Added some diags, Removed another
IA - Various changes
IN - Various changes
MO - Added diag, Added input
NC - Diag update will be coming, also ESFF fix
NY - NYC-221 Diag


Corporate

GA - IT-Console Watermark removed
MD - Verified diag triggers
MO - Added input
NJ - Various changes
OK - Added diag, Updated calc
PA - Diag added, Modifiers updated
US - Form 8082, Part 2 error fixed, XML validation error fixed


Global

IN - Various changes
MA - Diags added
MI - Form 4894 defect fixed
OK - Added diag, Updated calc


Fiduciary

AZ - Fixed XML reject
CA - 5805, Page 5 graphic issue
CT - XML validation error fixed
IL - Updated page 3 statement; Cleared regressions
MI - Updated calc, Corrected percentage in Column B
MO - Added input
NY - Various changes
OR - Inputs adjusted to allow negative amount
US - Form 8275, Part II, Line 1 Error fix; Turned off diag
VA - Edited block



Exempt

NY - Added CHAR500 Diag, Diag Change
US - EF Acpt Letter; FBAR Fix

 

 

Operators

 

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 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?

 

 

 

 

 

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0407

 

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

NC - Fixed non-NC K-1 accumulation


S-Corporation

 

 


Partnership

 


Corporate

 


Global

 


Fiduciary

 



Exempt

 

 

 

Operators

 

Benefit

 

 

 

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0411

 

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 - Added new input on W-2 screen to override col J
AZ - QCO(321) & QFCO(352) update, Fixed amounts for line 9
DE - Modified trigger conditions
IN - Various changes
MN - Various changes; Critical diag changed to EF only
NC - ESFF Updated calc
NE - NE instr booklet
OR - Calc updated
TN - New triggers and diag adjustments
US - For I-AL For ITA
WI - IIT Validation error Sch. CS fixed


S-Corporation

IA - Various changes; Updated page logic
NE - ESFF Updated calc
NJ - Validation error fixed
VA - Line 1 instruction changes and Ests diag

 


Partnership

GA - Amended diag
IA - Updated program validations
IN - Updated calc and print
NC - ES diag
OR - Removed automatic formatting
US - Reject fixed
VA - Line 1 instruction changes and ESFF fixes


Corporate

NC - Validation error fixed


Global

IA - Fixed defect


Fiduciary

CT - Validation error fixed
IA - Various changes and fixes
OK - Updated grantor OK513
US - Added diag
VA - Due dates fixed
WV - Added condition



Exempt

 

 

 

Operators

 

Benefit

 

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0424

 

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

US - for ITA added tax plan

S-Corporation

 

 


Partnership

 


Corporate

 


Global


Fiduciary

 



Exempt

 

 

 

Operators

 

Benefit

 

 

 

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0426

 

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 - Updated HAL block, Added enhancement
AZ - Updated 2023 QCO(321) & QFCO(352)
COMMON - IMO dependency
DE - Added diag -IUS calc
LA - Estimated payment date updated
MO - Various changes
MT - Updated calc
NH - Added Diag; Updated calc
NJ - Updated lines, conditions, local vars
NY - Various changes
US - IDE and IOK calc dependencies

S-Corporation

AR - Corrected various issues with K-1
KS - Various changes
KY - Updated expression
LA - Estimated payment date updated
MD - Acceptance letter amounts fixed
MO - Voucher updated, Updated calc
NJ - Added state estimates, various pushes PTO PTE-150; Added diag Sch J
OK - Added diag
TN - Added diags, Moved tags
US - Deleted diag, codes, and updated program plug-in

 


Partnership

KS - Various changes
MO - Updated calc
MT - Fixed defect
NJ - Added state estimates, various pushes PTE-150
NY - Added Diag for 2D
TN - Added diags, Moved tags
US - Enabled Foreign US and Applied For on K-3


Corporate

LA - Estimated payment date updated
NY - Line fixes, EF expression added NYC-2A
OK - Updated modifier
TN - Added diags, Moved tags


Global

US - ILA dependency


Fiduciary

AR - Added diag
IA - Various changes
LA - Estimated payment date updated
MO - Deployed schema
US - FLA dependency
VT - Override flow fix



Exempt

US - 990-W; 8879 Sig Date update; 4720 Extension; Updated calc; Watermark

 

 

Operators

 

Benefit

 

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0503

 

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

AR - Various changes
CO - Updated calc
DE - Added diag, Repurposed diag, Updated calc
GA - 8915
HI - Updated calc and worksheet
IA - Diag updated, Added diag
KS - PTE credit fix, Fixed skip issue
LA - Added codes, updated calc-IUS calc dependency
MA - Updated schema
MD - 8915
ME - Updated calc
MO - Added diag, Updated calc, input sheet
NC - 8915
ND - Updated ODT block
NE - 8915
NM - 8915F
NY - Updated calc
OK - Updated horizontal overflow property
OR - Calc error fixed
SC - 8915
TN - Removed tags
US - Updated Form 8915F; Updated graphic; KS diag removal
VA - Reject 760-049 fixed, 8915
WI - Various changes
WV - 8915

S-Corporation

IA - Various changes
IL - Added diag; Updated client letter
PA - Updated graphic, calc
US - Updated schema: update to XML v5.2; Updated XML: QBI XML stmts

 


Partnership

IA - Various changes
IL - testing proforma; Updated client letter
US - Updated schema: update to XML v4.2; Updated XML: QBI XML stmts; ATC-416743: ESFF Other deductions


Corporate

COMMON - Send with US
MO - Added diag
PA - Updated graphic, calc
US - Various changes


Global

KY - Updated calc
MO - Added diag
OR - Calc error fixed


Fiduciary

COMMON - FNH OSI changes in Screen 1
IA - Various changes
IL - Updated diag
KS - Updated 42a, column C
MO - Added diag
MT - Validation error fixed
NH - Updated checkbox
US - Updated diag conditions; Updated calc



Exempt

COMMON - Removed extra field
US - 990-W Watermarks; Removed extra field, Added diag - note that the Form 1042-S is still underdevelopment in screen 97

 

 

Operators

 

Benefit

US - Removed applicability expression

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0504

 

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

US - Schema update

 


Partnership

 


Corporate

US - Schema update


Global

 


Fiduciary

 



Exempt

 

 

 

Operators

 

Benefit

 

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0508

 

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 - Fix credits table for code 64 & 65

S-Corporation

 

 


Partnership

SC - Fix credits table for code 64 & 65


Corporate

 


Global

 

SC - Fix credits table for code 64 & 65

Fiduciary

SC - Fix credits table for code 64 & 65



Exempt

 

 

 

Operators

 

Benefit

 

 

 

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0510

 

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 - Updated files, Fixed Sch CR column C total
AZ - QCO(321) & QFCO(352) updates, Updated calc
CA - Updated calc
CO - Diag added
KY - PTE-CR updated
MS - Various changes
NY - PTO planner dependency
OH - Updated codes, Added diag, Diag fixed

S-Corporation

KY - Cleaned up Form 740NP-WH
VA - Various changes

 


Partnership

KY - Form 740NP-WH, Lines 6 and 8 updates, Cleaned up Form 740NP-WH


Corporate

AL - Set TaxRate to return a zero for xml
LA - Updated preexisting diag ref 49125
NY - Changes to page 3, line 24; NYC Schema v2.1


Global

 

LA - Updated preexisting diag ref 49125

Fiduciary

 



Exempt

US - diags

 

 

Operators

 

Benefit

 

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0517

 

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 - Updated calc, Added diag
AR - Updated calc
CT - Amended letter fix
GA - Calc issue fixed, Triggering diag
IL - Added override, Proforma
IN - 8915-F guidance updated
NJ - HCC Diag
NY - PTO Planner
OK - Added codes, Updated input sheet, calc
US - Various changes
WI - String compare fix
WV - Acceptance Letter update

S-Corporation

NJ - Added Diags
PA - ODT fix
US - Needed for WI
WI - Updated codes, input sheet, added table

 


Partnership

KS - Updated calc
NJ - Bank info Diag
WI - Updated codes, client letter, Added table


Corporate

NH - NH-1120 Diag
NJ - State Cap Diag
PA - ODT fix


Global

 

IL - Added override, Proforma

Fiduciary

IL - Various changes
NH - DP-10 Entity code diag
NJ - NR Trust Diag
NY - Grantor Letter additions
US - Needed for WI
WI - Various changes



Exempt

NY - Modified RUS diag #53264.
US - Various changes

 

 

Operators

 

Benefit

 

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0524

 

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

 
GA - Calc/print issue fixed, Triggering info diag, Planner
NH - Various changes

S-Corporation

AR - Various changes
OK - Updated tax rate

 


Partnership

AR - Various changes
WV - Prefixes adjusted


Corporate

TN - Updated EFXMLModifier


Global

 

 

Fiduciary

AL - Updated calc files, proforma
NY - Container 71685 change; Fixed Misalignment
VT - Updated Pset for Form 166



Exempt

 

 

 

Operators

 

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 by selecting Tools > Lacerte Updates. Click on the link, Click here to view detailed information on all available Lacerte updates.

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0601

 

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

 
LA - Updated print, containers; Various changes
MN - Removed diag
NY - Screen 31.2, Code 186 flow fix
OK - Added diag
US - Updated XML mod

S-Corporation

 

 


Partnership

LA - Proforma, Fixed due dates for all mods except SLA
NY - Updated calc; Reject


Corporate

LA - Proforma, Fixed due dates for all mods except SLA


Global

 

 

Fiduciary

LA - Fixed due dates for all mods except SLA
MN - Updated calc



Exempt

 

 

 

Operators

 

Benefit

 

 

 

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0607

 

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

 
 
AR - Proforma, Corrected filing date for Sch TCW
AZ - Various changes
CO - CO Rejects for Form 0104 fixed
MO - Proforma, 8915 Change
NC - Updated calc
NH - Updated calc
NY - Various changes
OR - Form MET-40 rejects fixed, IAZ, ICA and IOR updates

S-Corporation

 

 


Partnership

AZ - PTE issue fixed
CA - CA Form 568 Diag 35440 conditions updated


Corporate

 


Global

 

US - QBI Deduction amount fixed

Fiduciary

 



Exempt

US - FED 4720 e-file reject fixed; Updated calc

 

 

Operators

 

Benefit

 

 

 

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

 

 

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2022-09-23_10-18-16.png

 

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0614

 

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

 
 
AZ - Proforma, QCO(321) & QFCO(352) update
CA - Proforma, Updated Calculation Challenge for 3805V, Page 3, Part III, Line 2
IA - Updated diag/Updated e-file modifiers
KY - Updated to report PTE-CR
MN - Update M1PR form and tables - version block
MT - Updated resident capital gains credit
NY - Fixed tags, ODT containers, IT-201X reject; Calc/OSI changes
OR - Diagnostic Ref. 45535 update

S-Corporation

 

IA - Overrides fixed, Updated calc/flow
KY - Various changes
US - Various changes


Partnership

IA - IA 1065 flow fix
KY - Various changes
LA - Updated Form IT-565 Schedule E Line 7 Calculation When Using Single Ratio
US - 8822-B Logic in the XML
VA - Various code/calc updates


Corporate

IA - Updated the program to force the XML elements
NJ - Validation error fix, CNJ Amd AH bug fix
US - 8822-B Logic in the XML


Global

 

KY - Adding KY PTET
LA - Fixed filing period

Fiduciary

IA - ODT fix
KY - Various changes
LA - Proforma, Fixed filing period



Exempt

US - 4720 Ext w/o PIN

 

 

Operators

 

Benefit

 

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0621

 

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

 

NC - Minor form changes, Calc reviewed


Partnership

AZ - Form 165, Line 16 amounts fixed


Corporate

GA - XML inputs updated Form 600 NOL Carryover


Global

 

 

Fiduciary

US - Verified 8822-B attaches to efile



Exempt

 

 

 

Operators

 

Benefit

 

 

 

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0628

 

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 - Proforma, Updated diag
AR - Updated calc files and ODT containers
IL - 4255 worksheet update
MA - New override field, New diag, Updated diag
MN - Added diag; Reject 0010 Penalty/Interest, Conformity update
MS - Updated calc
NJ - Amd EF Exception error resolved
NY - Reject for NYC School tax credit fixed
TX - Updated calc
US - Various changes
VA - Various changes
 

S-Corporation

 

AR - Fixed page 4 Part A Adjustments
MS - Calc updates
OH - Mark investor checkbox error fixed
TX - Updated calc
WI - ProForma, Typo fixed


Partnership

AR - Fixed AR1100PET page 4 section A line 1
MS - Calc updates
NC - Implementation of Senate Bill 174
NY - Codes file change
OH - Mark investor checkbox error fixed
TX - Updated calc


Corporate

NC - Updated calc flow
TX - Updated calc


Global

 

TX - Updated calc

Fiduciary

OH - Mark investor checkbox error fixed
PA - E-file creation error fixed
US - Updated due date



Exempt

 

 

 

Operators

 

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 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?

 

 

 

 

 

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0706

 

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

 
US - Disabled e-file error checking; Added diag; Removed 8904 Watermark
 

S-Corporation

 

FL - F-1120 Pg 6 Est Tax Rate
LA - Updated to CIFT-620 specifications
NC - Updated calc


Partnership

 


Corporate

FL - F-1120 Pg 6 Est Tax Rate
HI - Updated condition in calc to allow diag to generate when Sch D is applicable and PDF auto attach is set to Yes.
LA - Updated to CIFT-620 specifications


Global

 

 

Fiduciary

 



Exempt

US - Updated calc

 

 

Operators

 

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 by selecting Tools > Lacerte Updates. Click on the link, Click here to view detailed information on all available Lacerte updates.

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0712

 

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

 
IA - Updated diag triggers, Updated Proforma calc files
NY - Updated calc, efile instructions/ATC-420620 -IT-203 doubling line 18
OH - Updated calc
 

S-Corporation

IL - Updated line 2 to pull in PTE passed through from lower tier. and also handle the Mental health credit
NJ - Removed NJ "State Issued PIN" Input

 


Partnership

IL - Updated line 2 to pull in PTE passed through from lower tier. and also handle the Mental health credit
MD - Fixed partner number skip issue
NC - Fixed negative amounts in client e-file
NY - Changed calc in the PSET class


Corporate

IN - Direct Deposit added for 2023 Proforma; NOL fix
MD - Added Amended Return Indicator to p1
NJ - Removed NJ "State Issued PIN" Input


Global

 

 

Fiduciary

 



Exempt

 

 

 

Operators

 

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 by selecting Tools > Lacerte Updates. Click on the link, Click here to view detailed information on all available Lacerte updates.

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0719

 

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

 
AR - Updated calc; Updated extended filing date
COMMON - Added override & diag
HI - Added override & diag
 

S-Corporation

AL - Proforma, Updated calc
NJ - Remove State Issued PIN Diag

 


Partnership

 


Corporate

 


Global

 

 

Fiduciary

NJ - Fiscal year display fix
US - Various changes



Exempt

US - Header block for Signature PIN for 990-T Returns

 

 

Operators

 

Benefit

 

 

 

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

 

 

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IntuitAlec
Employee
Employee

Latest Update: Release Version 43.0726

 

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 - Voucher numbers updated
KY - Various updates
MN - Updated calc; M1PR fix
PA - Schema updated
US - Added diag; Updated dates and added diag
 

S-Corporation

CT - Amended client letter typo issue
OH - Updated Calc to trigger MidRate Diag, Fixed overrides

 


Partnership

OH - Updated Calc to trigger MidRate Diag


Corporate

AL - Proforma, Added diag ref #58973
OH - Updated Calc to trigger MidRate Diag


Global

 

OH - Updated Calc to trigger MidRate Diag

Fiduciary

PA - Updated calc



Exempt

 

 

 

Operators

 

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 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?

 

 

 

 

 

 

 

 

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