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Tax Planner

Level 2

How do I add another state to the Tax Planner?  Although the state is included in the list under the client profile, I have not previously downloaded the needed state, and receiving a message to download the state.  Appreciate your input!

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2 Replies 2
Level 15

Press the Windows key and type "2019 Lacerte Web Setup" that will bring up the installer, run it and pay attention to the Tax Planner options.


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Level 2


Thank you so much,  NWeaver

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