When ordering Lacerte, ProSeries, and EasyACCT programs for the tax year 2024, these products will only be available by Download Only.
The Download Only option could save you money as some states allow sale tax exemptions for Download Only customers:
- If you live in AK, AR, CA, DE, FL, GA, ID, MO, NV, OK, VA, and MD, you won't pay sales tax on your software licenses, in-season pay-per-return (PPR) charges, or in-season pay-as-you-go (REP) charges.
- If you live in CT, you're eligible for a reduced tax rate of 1% on your Lacerte or ProSeries tax software licenses, in-season pay-per-return (PPR) charges, or in-season pay-as-you-go (REP) charges
- If you live in NJ or SC, you'll incur tax on EF transactions but not on your tax software license.
- If you live in CO, you won't pay state sales tax, but local tax is collected depending on the county. This may be more than 1%.
- No physical media is sent for customers qualifying for sales tax exemption, and no exceptions are based on state taxing mandates.
- State rules change often, so verify the current sales tax exemptions with your state.
Frequently asked questions
How does Download Only work?
When the product is released, typically the first week of November, instead of receiving a CD with the current year's software, you'll receive an email with a link to download and install your software directly to your computer. The link can be accessed through My Account after the products are released. See here for Lacerte, here for ProSeries, or here for EasyACCT step-by-step instructions.
As a Download Only customer, can I still get a CD?
No, with the Download Only Delivery option, you won't receive a CD of your tax software from us, but you can download and create a CD on your own.
For instructions on downloading and creating an installation CD, see the following articles:
- How to create a backup installer for Lacerte
- How to create a backup installer for ProSeries
- How to create a backup installer for EasyACCT
For more information on how to contact Lacerte, as well as our operating hours, see here.
For more information on how to contact ProSeries, as well as our operating hours, see here.
For more information on how to contact EasyACCT and our operating hours, see here.
