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Installing Lacerte using Custom Setup

by Intuit•3• Updated 4 months ago

There are two types of Lacerte program installations. Ensure you know which setup is best for you and your firm before selecting an option.

Recommended	Custom (Check below for Local or Network steps)
Recommended will utilize your settings from previous installations to configure your paths and selected states. For most users, this will be the easiest method to install Lacerte.	Custom will not skip any steps, requiring you to select or confirm the selection for the installation options. If you need to make changes from your previous installations, then select Custom. Some common scenarios that need changes are: - Changed network server/location - States used last year are no longer needed - New states or tax types are needed

Custom Setup - Local install

A local (standalone) installation can be selected when the data will typically reside on the local drive. The default location for a program installation will be on the C: drive under the Lacerte tax folder. When the local install option is selected, the program and client database will reside under the same folder location. This is the same default option as in previous years.

Custom Setup - Network install

For the network installation, the Selected Installation Folder location determines where the tax program will be installed. The Selected Network Folder determines where the system file path will be installed. The System file path contains the program options and other supporting files that are shared among different users in a network installation environment.

When Tax Planner is selected, this will also appear with the designated installation path.

The Change button

On this same screen, you will see the Change button. This button will provide the ability to browse to and select a different program and system file path designation.

It's important to note that the product checkbox must be marked to use the Change button.

Lacerte Tax 2017Lacerte Tax 2018

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