What's New With Intuit Lacerte Tax for Tax Year 2023

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

End of support: Windows Server 2012 and Windows Server 2012 R2

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

SafeSend integration

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. 

Simplified Intuit Tax Advisor plan creation

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.

Quick Employer Forms Accountant

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.

Intuit Select Pro Staffing

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

Workflow enhancement suggestions

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