Installing Lacerte Tax Planner as a standalone

Before you start:

• This article references default installation paths and uses YY to reference the tax year in 20YY format. C: will always indicate the local drive and X: will always indicate the network drive.

• The Tax Planner usually comes out in late February of the calendar year. For example, the 2023 Tax Planner is released in February 2024.

To perform the installation:

1. In the Windows search box in the taskbar, type 2023 Lacerte Websetup.
2. Select Next once the welcome screen appears.
3. On the Select Programs to Install screen, select Lacerte Tax Planner.
   • If the Lacerte Tax program has already been installed, it may be unselected.
4. Make sure the default install location is C:\Lacerte\23TaxPln. 
5. In the Review Current Settings screen, confirm the settings, then select Install.
6. When you see Installation Complete select Finish.

Related topics

• How to install Lacerte Tax Planner on your network drive
• How to download and install Lacerte
• How to download and install Lacerte prep files