Follow these steps to download and install updates: Important Notes: Related Topics From the Clients tab, go to Tools and...

A time-saving feature has been built into your ProSeries and Lacerte My Account experience. Alerts are a user-friendly...

Open Lacerte to the Client List . From the Tools menu select Lacerte Updates . Click on Version Info . This will show a list...

Normally a normal Lacerte Web Setup only updates files that are out of date (ie, there is a newer version available on...

Before you start: Related topics: The Tax Planner usually comes out in late February of the calendar year. For example, the...

Use Lacerte Tool Hub to download and install prior years Step 2: Using the tool in the Lacerte Tool Hub Close Lacerte....

The utility in this article is intended to assist with ProSeries Professional network installations. The Microsoft Windows...

The prep file tells your Lacerte program what name and address to print on tax returns, as well as which products you've...

How do I set Trustee Rights in Lacerte in order to grant or revoke a user's access to a specific program feature? The Lacerte...

Utah recently issued updated guidance on how to handle the State and Local Tax (SALT) deduction for Utah purposes. With this...