With 2021 Individual E-file launch on 1/24/2022, here are important resources to help you get off to a great start.
If you have employees that have left your firm, or you need to add new employees or change their roles, see Manage Users for Lacerte to assist you with managing your users.
If you are a new customer or have a change in business name or address, it will be necessary to utilize the EFIN verification process to update your information with us. See Register your EFIN with Intuit before e-filing for details.
To know the release dates for specific tax forms and schedules see Lacerte Form Status tool.
To ensure that your Lacerte Tax program is on the most recent version, see Downloading and installing Lacerte updates for instructions.
Tax Updates for 2021
- Common questions for Schedule 8812 in Lacerte
- Generating the Earned Income Credit in Lacerte
- How to enter stimulus payments and figure the Recovery Rebate Credit in Lacerte
- How to enter PPP loans and EIDL grants in the individual module
- California PTE tax
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