Individual
Note: Program updates will prompt a system reboot when prior year programs are running.
Updated! The Lacerte Tax Form Availability Tool is now available with print details.
New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.
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This page can be accessed from within Lacerte;
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How can I check which version of Lacerte I have installed?
Important Notes:
Lacerte 2023 Release Dates here
We’re dedicated to continuously improving the overall quality and security of your tax software to help you have a better tax year. From key workflow tool improvements to 20 new e-file capabilities, you can count on Lacerte to help make tax work more efficient and impactful.
Looking for specific forms or filing types? Use our online forms finder
As of October 10, 2023, Microsoft will no longer provide security updates, non-security updates, bug fixes, technical support, or online technical content updates. At Intuit, security of your data is a top priority, so we encourage our customers who are running Windows Server 2012 and Windows Server 2012 R2 to upgrade to Windows Server 2016 or higher. Visit the Community for the complete list of system requirements
Send your clients’ returns to SafeSend directly from the Lacerte client grid–no downloading and uploading needed, so you can more efficiently assemble, deliver, and e-sign completed tax return packages. Learn more here.
Now you can start tax plans for your 1040 clients more efficiently with a quick click from your client grid. This will open AND sign you into Intuit Tax Advisor, so you can immediately start working on that client’s tax plan.
Under the new IRS rules, filers of 10 or more returns of certain files (including W2 and 1099s) for a calendar year generally will need to file electronically with the IRS. Previously, electronic filing was required if the filing was more than 250 returns of the same type for a calendar year. With Quick Employer Forms Accountant, you can create and e-file an unlimited number of W-2s and 1099s for your clients’ employees and contractors. You can e-file and print forms within a business and across multiple businesses individually and in bulk. It supports Forms W-2, 1099-NEC, 1099-MISC, 1099-INT, and 1099-DIV. You’ll also get W-3 & 1096 forms for your records automatically. Learn more on our website.
Find staff easily with this new outsource provider program. We’ve partnered with credentialed hiring solution providers so you don’t have to. These providers will match you with expert outsourced staff trained that are already on your software, so you can grow your business the way you want with staff custom fit for your firm. Learn more on our website
As you work in different parts of Lacerte, you’ll occasionally receive recommendations on tools that can help you streamline certain processes in your workflow.
Latest update: 2023 Lacerte Tax Program Update is Live
Release Version 44.0002
Global
Corporate
Individual
Estate
Gift
Operators
Corporate
Exempt
Fiduciary
Individual
Partnership
S Corporation
Updated! The Lacerte Tax Form Availability Tool is now available with print and e-file details.
Corporate
Fiduciary
Individual
Partnership
S Corporate
Updated! The Lacerte Tax Form Availability Tool is now available with print and e-file details.
Corporate
Estate
Fiduciary
Individual
Partnership
S Corporate
Individual
Fiduciary
Benefit
Corporate
Fiduciary
Individual
Partnership
S Corporate
General program updates to address overall program performance.
Note: Windows Operator program updates will require a system reboot.
Corporate
Exempt
Fiduciary
Individual
Partnership
S Corporate
Corporate
Fiduciary
Individual
Partnership
S Corporation
Corporate
Exempt
Fiduciary
Individual
Partnership
S Corporate
Exempt, Fiduciary, Individual
Individual
Partnership
S Corporate
Corporate
Estate
Fiduciary
Individual
Partnership
S Corporate
Individual
S Corporate
Corporate
Fiduciary
Individual
Partnership
S Corporate
Operators
Note: Windows Operator (WinOps) program updates will prompt a system reboot.
Corporate
Exempt
Fiduciary
Individual
Partnership
S Corporate
Note: Program updates will prompt a system reboot when prior year programs are running.
Updated! The Lacerte Tax Form Availability Tool is now available with print details.
New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.
Corporate
Fiduciary
Individual
Partnership
Quick Employer Forms
S Corporate
Corporate
Exempt
Fiduciary
Individual
Partnership
S Corporate
Corporate
Fiduciary
Partnership
S Corporate
Corporate
Fiduciary
Individual
Partnership
S Corporate
Corporate
S Corporate
Individual
Partnership
Fiduciary
Individual
Partnership
S Corporate
Note: Program updates will prompt a system reboot when prior year programs are running.
Updated! The Lacerte Tax Form Availability Tool is now available with print details.
New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.
Corporate
Fiduciary
Individual
Partnership
S Corporate
Note: Program updates will prompt a system reboot when prior year programs are running.
Updated! The Lacerte Tax Form Availability Tool is now available with print details.
New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.
Fiduciary
S Corporate
Individual
Partnership
Note: Program updates will prompt a system reboot when prior year programs are running.
Updated! The Lacerte Tax Form Availability Tool is now available with print details.
New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.
Individual
S Corporate
Note: Program updates will prompt a system reboot when prior year programs are running.
Updated! The Lacerte Tax Form Availability Tool is now available with print details.
New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.
Individual
Partnership
S Corporate
Note: Program updates will prompt a system reboot when prior year programs are running.
Updated! The Lacerte Tax Form Availability Tool is now available with print details.
New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.
Partnership & S Corporate
Note: Program updates will prompt a system reboot when prior year programs are running.
Updated! The Lacerte Tax Form Availability Tool is now available with print details.
New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.
Fiduciary & Exempt
Note: Program updates will prompt a system reboot when prior year programs are running.
Updated! The Lacerte Tax Form Availability Tool is now available with print details.
New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.
Corporate
Fiduciary
Individual
Partnership
S Corporate
Note: Program updates will prompt a system reboot when prior year programs are running.
Updated! The Lacerte Tax Form Availability Tool is now available with print details.
New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.
Fiduciary
Individual
Partnership
S Corporate
WinOps
Note: Program updates will prompt a system reboot when prior year programs are running.
Updated! The Lacerte Tax Form Availability Tool is now available with print details.
New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.
Fiduciary
Individual
Partnership
S Corporate
Note: Program updates will prompt a system reboot when prior year programs are running.
Updated! The Lacerte Tax Form Availability Tool is now available with print details.
New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.
Benefit
Corporate
Exempt
Fiduciary
Individual
Partnership
S Corporate
Note: Program updates will prompt a system reboot when prior year programs are running.
Updated! The Lacerte Tax Form Availability Tool is now available with print details.
New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.
Individual
Note: Program updates will prompt a system reboot when prior year programs are running.
Updated! The Lacerte Tax Form Availability Tool is now available with print details.
New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.
Individual
S Corporate
Note: Program updates will prompt a system reboot when prior year programs are running.
Updated! The Lacerte Tax Form Availability Tool is now available with print details.
New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.
Fiduciary
S Corporate
Individual
Partnership
Note: Program updates will prompt a system reboot when prior year programs are running.
Updated! The Lacerte Tax Form Availability Tool is now available with print details.
New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.
Individual
Note: Program updates will prompt a system reboot when prior year programs are running.
Updated! The Lacerte Tax Form Availability Tool is now available with print details.
New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.
Exempt
Fiduciary
Individual
Partnership
S Corporation
Note: Program updates will prompt a system reboot when prior year programs are running.
Updated! The Lacerte Tax Form Availability Tool is now available with print details.
New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.
Partnership
Corporate
Fiduciary
Individual
S Corporate
Note: Program updates will prompt a system reboot when prior year programs are running.
New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.
Corporate
S Corporate
Gift
Individual
Partnership
Note: Program updates will prompt a system reboot when prior year programs are running.
New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.
Individual
Partnership
Note: Program updates will prompt a system reboot when prior year programs are running.
New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.
Exempt
Individual
Partnership
Note: Program updates will prompt a system reboot when prior year programs are running.
New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.
Corporate
Exempt
Fiduciary
Individual
Partnership
Note: Program updates will prompt a system reboot when prior year programs are running.
New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.
Partnership & Individual
Note: Program updates will prompt a system reboot when prior year programs are running.
New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.