Before you start:
If you haven't installed Lacerte, download the Tax Planner program from My Account. After signing in, choose a tax year and select Download Now.
Follow these steps to install Lacerte on your network drive:
- Select the Windows Start button and search for 2023 Lacerte Web Setup.
- Double-click the 2023 Lacerte Web Setup file.
- On the Custom Setup screen, select Network install.
- Select the box for 2023 Lacerte Tax Planner.
- Browse to the network location.
- Select Next.
- Select the applicable states within the Select the states for TaxPlanner2023 screen.
- Select Next.
- In the Ready to install window, select Install Path.
- Once the program finishes installing, select Restart.
When the installation is complete, a Workstation Setup screen will open. You may wish to print these steps to help you when installing Lacerte in other workstations.
Follow these steps to install Tax Planner on another workstation:
- Go to the workstation where you wish to install Tax Planner.
- Browse to the network path listed in step 9 above.
- Open the TPSetup.exe file to start the install.
- When you see the Installation Complete dialog, select Launch.
