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New for 2024: Lacerte Background updates

by Intuit10 Updated 3 days ago

Lacerte has a new feature called the Background updates that makes updates easier and ensures you're always using the latest version. It's installed automatically with Lacerte, so you don't have to update manually anymore.

Background updates downloads updates in the background without any action from you. Once an update is ready, you'll get a notification to relaunch the application quickly to switch to the latest version.

Supported Enviroments

  • Standalone Installation
  • Network Installation
  • Terminal Server
    • Note: While terminal server environments are supported, Rightworks manages Lacerte updates nightly, so Background updates will be disabled and will not install for Intuit Hosting users.

What will you see?

After installing Lacerte 2024, your computer will need to restart. This restart will only happen the first time you install Lacerte 2024. After that, you can use Lacerte just like you did in previous years.

If you check for Updates inside Lacerte and it detects an update is available, it will notify you with the following message:

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Background updates will run, and download the update in the background:

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Depending on your Windows settings, you may also see a Windows notification about the download:

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You can continue working in Lacerte while the update downloads. Once the update is ready to install, you will receive a message to let you know:

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After selecting Complete Installation, you can either relaunch now to finalize the update, or have it remind you after a set time:

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Once closed, Lacerte will quickly install the update. After that you will be able to open Lacerte (no reboot necessary):

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How to enable or disable the Background updates

Note: These settings will be applied to all users with rights to install updates in your firm.

Background updates will be enabled by default for Lacerte 2024. To disable Background updates:

  1. Open Lacerte 2024
  2. Select the Tools menu
  3. Select Lacerte Updates
  4. Select Background Updates
  5. Select Disable Auto Background Updates

If you have previously disabled Background updates and want to re-enable it, follow the steps above and choose Enable Auto Background Updates.

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Adjusting the Update Schedule (coming soon)

By default, Background updates will check for updates once you sign in, and check again every hour. You can modify the schedule to have Background updates check at specific days or a specific time.

The update schedule is set for each user. If other users don't change the schedule, Background updates will still check when a user signs in and every hour.

To schedule the update time:

  1. Select the Tools menu
  2. Select Lacerte Updates...
  3. Select Schedule Updates
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  4. Check the box to Automatically Schedule Updates
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  5. Choose the desired recurrance options
    • You can select either Daily or Monthly.
    • When set Daily, you can select the desired days, and the time to check each day.
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    • When set Monthly, you can select which day of the month to check for updates.
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  6. Select Apply

The Schedule Updates will now show the days and time that Background updates will check for updates. If you wish to change the schedule, you can select Edit.
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You can view the history of the scheduled updates by selecting the Logs tab in the Schedule Updates dialog.
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If Background updates are currently enabled, when you go to enable the update schedule, you will receive a dialog to let you know the hourly check Background updates normally does will be disabled. This will ensure it is only checking for updates based on the schedule.
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In a similar manner, if the update schedule has been enabled, if you attempt to enable the normal Background update, you will receive a dialog that the schedule will be disabled. This is due to there not being a need for a scheduled check if Background updates will be checking each hour.
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New Windows Task Scheduler tasks

Background updates utilizes the Windows Task Schedule. It's set to run when the user is logged in, and check every hour for new updates. The task can be found in the Task Scheduler Library, inside the Intuit_BU folder. It is configured by default to run when the user logs into Windows, and again each hour.

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If Lacerte 2024 Tax Planner is also installed, a separate task will be present to check for updates to the Tax Planner.

Changes to Lacerte's file and folder structure

As a result of the implementation of Background updates, we have made the following changes:

  • The System File Path remains the same, so your options and data will still be in the same places as before.
    • Standalone: C:\Lacerte\24Tax\
    • Network: Your usual server path, typically similar to X:\Lacerte\24Tax\
  • The program files will now be in a subfolder based on the version. For example:
    • Old path: C:\Lacerte\24Tax\w24tax.exe
    • New path: C:\Lacerte\24Tax\2024.0.41.0\w24tax.exe
    • Note: To limit the impact on drive space, the folders for old versions will be removed after updating.
  • To avoid updating shortcuts every time Lacerte is updated, you can use a shortcut to the new launcher programs:
    • Lacerte 2024: C:\Lacerte\24Tax\w24tax-launcher.exe
    • 2024 CLPack: C:\Lacerte\24Tax\24clpack-launcher.exe

Besides that paths mentioned earlier, when Background updates runs, the updates for Lacerte are stored in: %appdata%\lacerte\lacerte_tax-downloads\. Much like the program files, these will be saved in a subfolder based on the version number.

Trustee Rights and Background updates

Background updates is designed to accommodate your existing settings for users' ability to update set in the Trustee Rights. Users who have been denied the ability to update Lacerte will not have the ability to enable or disable Background updates.

For users who do not have trustee rights, TaxSetup will continue to be used to install the update on the workstation. The experience will be the same as in prior years.

Update Notification with Background updates

The Lacerte Update Notification is a setting that is located in Settings > Options > Setup tab. This setting has been used in previous years to disable the notification of available updates while working in Lacerte. This primarely occured when a preparer connected to e-file a return or get REP access, and Lacerte detected a new update was available.

With Background updates, this setting will also control if the user is notified when an update is available. This will allow users to have Background updates enabled, but not be notified of the update while working in Lacerte.

Files for Background updates

The files for Background updates program itself are stored outside of the normal Lacerte locations. Depending on your firewall/anti-virus software, you may need to add its installation location to your allow list.

The files are stored at: %appdata%\Intuit\BU\. You will see 4 folders:

  • Data - This folder contains the ProductInventory.json file which has the configuration for the auto-updater.
  • Install - This folder will contain subfolders for versions of Background updates. Similar to the new versioning for Lacerte, if there is a new version of Background updates available, it will download into a new subfolder.
  • Logs - This folder contains the log files for Background updates.
  • Patch - This folder stores the version information for Lacerte. It is used to determine if updates are available for the program.

Command Line Arguments

The Lacerte program allows support for several command line arguements. Some of the more commonly used ones are show and clgrid, which are often used by our support team. These will continue to function with the new launcher program, w24tax-launcher.exe.

Lacerte Tax 2024

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