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Performing a clean install of Lacerte

by Lacerte Tax 2023 Updated 1 week ago

Before you start:

  • This article references default installation paths and uses YY to reference the tax year in 20YY format. C: will always indicate the local drive and X: will always indicate the network drive.
  • In some cases, data may not populate on the Forms tab after reinstalling Lacerte. You can resolve this issue by restarting your computer.
  • Removing the program using these steps will not remove the client data from your computer.

NOTE: This option is not necessarily a clean install, but it may fix certain issues. For a true clean install, view Option 2.

Step 1: Download and install the Lacerte Tool Hub (if you already have the Lacerte Tool Hub installed, skip this step)

  1. Close Lacerte if it's still open.
  2. Download the Lacerte Tool Hub Install file. Save the file somewhere you can easily find it (such as your Downloads folder or your Desktop).
  3. Open the file you downloaded (lacertetoolhub_setup.exe).
  4. Follow the on-screen steps to install and agree to the terms and conditions.
  5. When the install finishes, double-click the icon on your Windows desktop to open the tool hub.
    PCG_LAC_TH_Icon.png

Step 2: Using the tool in the Lacerte Tool Hub

  1. Open the Lacerte Tool Hub.
  2. Select Install on the left.
  3. Click on WebSetup /force.
    WebSetup_Lac_US_Ext_31022.png
  4. Follow the on-screen instructions to run the tool.

Confirm which type of installation you need, and select the relevant option below. For more information on the different types of installations before proceeding, see here.

Step 1: Uninstall Lacerte

  1. Close all Intuit products.
  2. In the Windows Search bar, enter Control Panel.
  3. Choose Uninstall a program.
  4. Right-click on 20YY Lacerte Tax and select Uninstall.
  5. Choose All Lacerte Tax modules and states and select Uninstall. 
  6. Once the uninstall completes, select OK to close the uninstaller.
  7. Restart your computer.

Step 2: Rename the installation folder

  1. Open Windows File Explorer.
  2. Under This PC, select the (C:).
  3. Open the Lacerte folder.
  4. Right-click on the YYtax folder for the year you uninstalled and choose Rename.
  5. Change the name to YYtaxOLD.

Step 3: Reinstall Lacerte

🛑NOTE: Looks like you're currently not signed in. Sign in now to complete these steps.

______________________________________________________________________________________________

  1. Sign in to My Account.
  2. From the Dashboard, select Download 20YY.
  3. Run the WebsetupYY.exe file.
  4. Follow the instructions on the screen to install the program.
  5. When the installation is complete, browse to the C:\Lacerte\YYTaxold folder.
  6. Hold the CRTL key down and single-click on the following folders, if present:
    • OptionYY - Contains program options
    • BDATA- Benefit Plan data folder
    • CDATA - Corporate data folder
    • FDATA - Fiduciary data folder
    • IDATA - Individual data folder
    • NDATA - Gift data folder
    • PDATA - Partnership data folder
    • SDATA - S Corporate data folder
    • RDATA - Exempt Org. data folder
    • TDATA - Estate data folder
  7. From the Home menu choose Copy.
  8. Browse to the new C:\Lacerte\YYTax folder.
  9. From the Home menu, select Paste.
  10. After all applicable files finish copying, open Lacerte to make sure the program is operational and the Client List is populated.

Step 1: Uninstall Lacerte

  1. Close all Intuit products.
  2. In the Windows Search bar, enter Control Panel.
  3. Choose Uninstall a program.
  4. Right-click on 20YY Lacerte Tax and choose Uninstall.
  5. Choose All Lacerte Tax modules and states and select Uninstall. 
  6. Once the uninstall completes, select OK to close the uninstaller.
  7. Restart the computer.

Step 2: Rename the Lacerte installation folder

  1. Open Windows File Explorer.
  2. Under This PC, select (C:).
  3. Open the Lacerte folder.
  4. Right-click on the YYtax folder for the year you uninstalled and choose Rename.
  5. Change the name to YYtaxOLD.
  6. Browse to the Network install location for Lacerte.
  7. Right-click on the SetupYY folder and choose Rename.
  8. Change the name to SetupYYOLD.

Step 3: Reinstall Lacerte

🛑NOTE: Looks like you're currently not signed in. Sign in now to complete these steps.

______________________________________________________________________________________________

  1. Sign in to My Account.
  2. From the Dashboard, select Download 20YY.
  3. Run the WebsetupYY.exe file.
  4. Follow the instructions on the screen to install the program.
  5. After the installation is complete, open Lacerte.
Lacerte Tax

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