Welcome back! Ask questions, get answers, and join our large community of tax professionals.

Lacerte Update Notifications

cancel
Showing results for 
Search instead for 
Did you mean: 

Lacerte Update Notifications

steven

Back in V2018 there was a web page one could subscribe to that would then send an e-Mail alert indicating that a new update had been released and a description of the content of the update.  This disappeared in 2019.

This was very helpful in planning and scheduling updates.  It offered insight into features (bugs, forms, etc.) that preparers may be waiting for (read that as sitting on returns they can not process). 

As an update for us essentially kills 3-4 MAN hours of productivity, it also helps us decide if we want to pass on the update if the components are not be relevant for our base.

Hi @steven 

Thanks for your idea! We have implemented a new thread which you can subscribe to here: https://proconnect.intuit.com/community/lacerte-tax-news-updates/discussion/2020-lacerte-tax-program... which offers the information about product releases you have been missing. Hope this helps! 

-Betty Jo 

Status: Implemented
Vote now if this is a good idea
13 Comments
Bob467
Level 2

Expanding on the bugs comment, we should be notified (or a least a webpage to go to) that informs us of the current bugs. Even with the updates that come out we do not know of what the update is fixing. We need that info to see if corrections are needed to previously prepared returns.

calebljenkins
Level 2

It would be helpful to know what is changing in Lacerte with the updates which notifications would help solve that.

Case in point - CA PPP loan forgiveness treatment keeps changing on us (each change I think is bringing it closer to where it is supposed to be) but it takes us to go play around with the software to find out what changed and how it changed.

BBender
Level 2

Yes!  I miss the detailed report of the changes that were made in an update.  I don't understand why this disappeared.

cu12345
Level 2

The letter that comes with the updates is useless. It is the same time after time. What I really want and NEED to know is what the update changed, so I can go double check any returns with that specific issue. I hate being blindsided by a return that is different when I efile it than it was when I printed it and when the client signed it. The update letter should solve most of these issues if it told us what "bugs" "errors" "omissions" and changes of law were being updated. Especially in years like this one where a lot of the changes were made in late December and are still being interpreted and regulated by the IRS.

sjrcpa
Level 15

@cu12345 I agree.

Intuit doesn't seem care. That's why did away with that feature.

IntuitBettyJo
Community Manager
Community Manager
Status changed to: Implemented

Hi @steven 

Thanks for your idea! We have implemented a new thread which you can subscribe to here: https://proconnect.intuit.com/community/lacerte-tax-news-updates/discussion/2020-lacerte-tax-program... which offers the information about product releases you have been missing. Hope this helps! 

-Betty Jo 

sjrcpa
Level 15

@IntuitBettyJo So according to that, today's (3/30/2021) update did not update any state due dates or state treatment of unemployment?

steven
Level 4

@IntuitBettyJoWhile this is a good start, I checked the list of individual states with updates and think the the count was north of 30, so I do not think all the updates are included.  Hopefully this can be improved.

I also think this would be better presented in a technical article as opposed to a forum post.  There already is a solution accepted and a reply, all the same.  This could get long in this format.  A technical article (or shat ever you call it) is probably easier to edit so only the current changes are presented.

FredKCPA
Level 2

For those clients already e-filed & accepted who have electronic payments  to IRS: Will IRS take their payment out now on 5/17/2021 instead of 04/15/2021? If not, what steps have to be taken to move the payment date for those having already filed?

PJCCPA
Level 1

Please update this web page concurrent with each software update release. I just updated to 41.0804, the web page shows updates through 41.0721

Post comment