Lacerte Tax Planner

When planning for the 2026 tax year, the 2025 Tax Planner should be used. The 2026 Tax Planner will be included with the program installation for tax year 2026. However, it won't be complete or ready to be used to begin planning for 2027 until later in the tax season, usually in February.

2026 Lacerte Tax Planner updates

• We expect the 2026 ​Lacerte​ Tax Planner will be available for download around the same time the 2026 Lacerte Tax program becomes available.