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Lacerte tax planner

steve6
Level 1

I am trying to add the lacerte tax planner module for 2019  to do 2020 planning and can't find how to access anywhere.  The link provided in the window pop up of the 2019 program isn't active and I can't find products for Lacerte anywhere.  It feels as if Intuit is again allocating less resources to Lacerte and doesn't really want to support it.  There isn't even a sales option for when you call them.  This is really frustrating.  It's as if they want you to switch to another software service, theirs most likely.  Corporate cannabilism at it's best.

Anyway, anyone have and experience with accessing the tax planner module I'm all ears.

 

 

 

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abctax55
Level 15

Use WebSetUp & download the 'planner'. 

It will *then* show up in your list of programs (altho, for me - a desktop icon is automatically set-up.

Former Chump..oops..AllStar...I used to be a people person, then people ruined it


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George4Tacks
Level 15

Install 2020 software and use it. It is probably as functional as the planner. If you are on REP use all 9s for the SSN to do it for no charge. 


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George4Tacks
Level 15

Run 2019 lacerte web setup and select tax planner.  This will also update 2019. 


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