As the deadline quickly approaches, we have put together some resources for the most commonly asked questions to help get you through.  For important information to see when the returns are due, see Business Return Deadline and Perfection Periods  Most common answers for 990 filers: Filing requirements for Form 990-EZ and 990-N  Common questions about Exempt Organizations in Lacerte  Entering capital gain dispositions on Form 990, 990-PF, and 990-T in Lacerte  Common questions about Form 990 Officers Directors Trustee Compensation  Common questions about Form 990 and 990-T depreciation  Common questions about Form 990 990EZ or 990PF Schedule B Contributions Gifts and Grants  For common questions filing your California returns, see: Disaster area tax extensions  California Individual Shared Responsibility penalty Common questions for California single member LLCs California PTE tax on a partnership Entering California real estate withholding on individual Form 540 Common questions about California Form 592-B How to enter California PTE credit How to resolve Lacerte diagnostic Ref 13400 - CA employer HSA contributions from the federal W-2  Troubleshooting Lacerte diagnostic ref. 16387 - California Form 593 requires a withholding agent   Entering the California renter's credit Entering Paid Family Leave on Form 1099-G for California   Common questions about California Middle Class Tax Refunds  

As the deadline quickly approaches, we have put together some resources for the most commonly asked questions to help get you through.  For important information to see when the returns are due, see Business Return Deadline and Perfection Periods  Most common answers for 990 filers: Filing requirements for Form 990-EZ and 990-N  Common questions for exempt organizations (Form 990, 990-PF, or 990-T) in ProConnect Tax  Entering capital gain dispositions on Form 990, 990-PF, and 990-T   Common questions about Form 990 Officers Directors Trustee Compensation  Common questions about Form 990 and 990-T depreciation  Common questions about 990, 990EZ or 990PF Schedule B Contributions Gifts and Grants  For common questions filing your California returns, see:  Disaster area tax extensions  Common questions about California Form 592-B  Entering California real estate withholding on individual Form 540  Troubleshooting ProConnect diagnostic ref. 16387 - California Form 593 requires a withholding agent  Entering the California renter's credit  Entering Paid Family Leave on Form 1099-G for California  California Individual Shared Responsibility penalty  How to enter a California PTE credit  Common questions on California single-member LLCs  Common questions about California Middle Class Tax Refunds   

As the deadline quickly approaches, we have put together some resources for the most commonly asked questions to help get you through.  For important information to see when the returns are due, see Business Return Deadline and Perfection Periods  Most common answers for 990 filers: General information about Form 990 in ProSeries Professional  Schedule L balance sheet is out of balance on Form 1065, 1120S, 1120 or 990 in ProSeries  Filing requirements for Form 990-EZ and 990-N  Completing the Form 990 Schedule O in ProSeries  Amending a 990 in ProSeries  For common questions filing your California returns, see:  Disaster area tax extensions  California PTE tax in ProSeries  California Individual Shared Responsibility penalty  Common questions about California Middle Class Tax Refunds  Generating and e-filing a single member LLC   

Check out our new getting started page here. ProSeries Early Release for 2023 is scheduled to be available the week of October 16th following the deadline.  Learn more about Early Release here. For the most up to date information on ProSeries Forms availability, see ProSeries Release Dates* *Dates are currently still shown for TY22. The TY23 dates will be updated in the coming weeks, typically by the first week of November.  To see what's been added for ProSeries 2023, see: What's new in ProSeries Tax 2023  Important information for prior tax years: Updates are available now for ProSeries 2016-2022 to update the sign in screen. These updates need to be applied before January 1, 2014 to make sure you can continue to sign in to your prior year programs. For more information see here.  Important Operating System changes:  If you currently use Windows Server 2012 or Windows Server 2012 R2 for your file server you'll need to upgrade your file server before installing ProSeries 2023. Microsoft no longer supports these operating systems. See here for more information. For information on how to install ProSeries: How to download ProSeries 2023 from ProSeries 2022 How to download and install ProSeries Professional or Basic as a standalone  How to download and install ProSeries Professional as a network  If you are using Intuit Hosting see How to add next year's ProSeries to your Remote Desktop   To transfer your clients from ProSeries 2022 to ProSeries 2023, see: Transfer Clients Transferring client files from the prior year  If you changed computers, see: Installing ProSeries on a new computer System requirements for ProSeries and Fixed Asset Manager  Installing and unlocking ProSeries 2018 and prior  For optimal performance, it is recommended to configure your anti-virus and firewall for the current tax year. How to exclude ProSeries from real-time system scans  Firewall configuration and internet access for ProSeries  Getting information from your taxpayers for the upcoming tax season: Using organizers in ProSeries Professional  Using Intuit Link in ProSeries  Other common questions: The IRS and Intuit recommend enabling Two-step verification at login to protect taxpayer information. Click here to enroll. Click here to learn more.  If you still need to renew, see How to renew ProSeries To update your billing information, see Managing your information with My Account  If you need to add a new employee to your ProSeries software, see Managing users in ProSeries If you want to explore getting digital signatures for the upcoming year, see Common questions about eSignature   If your EFIN has changed or if you are new to e-filing, see Register your EFIN with Intuit before e-filing  If you are a ProSeries Hosting customer, you can manage your subscription (add/remove seats and update payment information) in My Account, see Self-Service options for your Intuit Hosting Subscription If you plan to offer Pay-by-Refund, enrollment is now live, see How do I enroll in Pay-by-Refund? For additional training that's available, see ProSeries Training    

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. See the full system requirements for tax year 2023 here. If you are working on a Windows Server 2012 or 2012 R2 you will experience into one of these scenarios: If you have updated to the latest security release, you will be able to log into Lacerte. However, you will not be able to run any additional program updates. If you have not updated to the latest security release, you will not be able to launch Lacerte.