This is an approximation of the release dates for tax year 2023. All dates posted are subject to change without notice. Additional release dates will be added as they are finalized. To see what changed in the release see the Lacerte Tax Program Update information here.
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- Tax Form finder - For details on when a specific form will be finalized for print.
- E-file federal and state approval and start dates - For e-file availability in Lacerte.
| Tax year | Release | Date available* |
|---|---|---|
| 2022 | Proforma/organizer | 10/18/23 |
| 2023 | Release 1 | 11/8/23 |
| 2023 | Document Management System | 11/16/23 |
| 2023 | Release 1.5 | 11/29/23 |
| 2023 | Release 2 | 12/6/23 |
| 2023 | Release 2.5 | 12/20/23 |
| 2023 | Release 3 | 1/10/24 |
| 2023 | Release 3.5 | 1/17/24 |
| 2023 | Release 4 | 2/8/24 |
| 2023 | Release 4.5 | 2/21/24 |
| 2023 | Release 5 | 3/6/24 |
| 2023 | Release 5.5 | 3/20/24 |
| 2023 | Release 6 | 4/3/24 |
| 2023 | Release 6.5 | 4/24/24 |
| 2023 | Release 7 | 5/8/24 |
| 2023 | Release 7.5 | 5/22/24 |
| 2023 | Release 8 | 6/5/24 |
| 2023 | Release 8.5 | 6/19/24 |
| 2023 | Release 9 | 7/10/24 |
| 2023 | Release 9.5 | 7/24/24 |
| 2023 | Release 10 | 8/7/24 |
| 2023 | Release 10.5 | 8/21/24 |
| 2023 | Release 11 | 9/4/24 |
| 2023 | Release 11.5 | 9/25/24 |
For tips on keeping your computer running smoothly during tax season, see here.
