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Performing a clean install of Lacerte

SOLVED•by Intuit•12•Updated January 16, 2024

You can resolve some issues with Lacerte by uninstalling the program, renaming the Lacerte installation folder, and reinstalling Lacerte.

Before you start:

  • This article references default installation paths and uses YY to reference the tax year in 20YY format. C: will always indicate the local drive and X: will always indicate the network drive.
  • In some cases, data may not populate on the Forms tab after reinstalling Lacerte. You can resolve this issue by restarting your computer.
  • Removing the program using these steps doesn't remove the client data from your computer.

Option 1: Run WebSetup from Lacerte Tool Hub

  1. Close Lacerte.
  2. Download the Lacerte Tool Hub Install file. Save the file somewhere you can easily find it (like your Downloads folder or your Windows desktop).
  3. Open the file you downloaded (lacertetoolhub_setup.exe).
  4. Follow the on-screen steps to install and agree to the terms and conditions.
  5. When the install finishes, double-click the icon on your Windows desktop to open the tool hub.
    PCG_LAC_TH_Icon.png

If you can't find the icon, do a search in Windows for Lacerte Tool Hub and select the program.

Step 2: Using the tool in the Lacerte Tool Hub

  1. Open the Lacerte Tool Hub.
  2. Select Install on the left.
  3. Click on WebSetup /force.
    WebSetup_Lac_US_Ext_31022.png
  4. Follow the on-screen instructions to run the tool.

Option 2: Uninstall/Reinstall

For more information on the type of installations before proceeding forward, see here.

Step 1: Uninstall Lacerte

  1. Close all Intuit products.
  2. In the Windows Search bar, enter Control Panel.
  3. Choose Uninstall a program.
  4. Right-click on 20YY Lacerte Tax and choose Uninstall.
  5. Choose All Lacerte Tax modules and states and select Uninstall. 
  6. Once the uninstall completes, select OK to close the uninstaller.
  7. Restart your computer.

Step 2: Rename the installation folder

  1. Open Windows File Explorer.
  2. Under This PC, select the (C:).
  3. Open the Lacerte folder.
  4. Right-click on the YYtax folder for the year you uninstalled and choose Rename.
  5. Change the name to YYtaxOLD.

Step 3: Reinstall Lacerte

  1. Sign in to My Account.
  2. From the Dashboard, select Download 20YY.
  3. Run the WebsetupYY.exe file.
  4. Follow the instructions on the screen to install the program.
  5. When the installation is complete, browse to the C:\Lacerte\YYTaxold folder.
  6. Hold the CRTL key down and single-click on the following folders, if present:
    • OptionYY - Contains program options
    • BDATA- Benefit Plan data folder
    • CDATA - Corporate data folder
    • FDATA - Fiduciary data folder
    • IDATA - Individual data folder
    • NDATA - Gift data folder
    • PDATA - Partnership data folder
    • SDATA - S Corporate data folder
    • RDATA - Exempt Org. data folder
    • TDATA - Estate data folder
  7. From the Home menu choose Copy.
  8. Browse to the new C:\Lacerte\YYTax folder.
  9. From the Home menu, select Paste.
  10. After all applicable files finish copying, open Lacerte to make sure the program is operational and the Client List is populated.

Step 1: Uninstall Lacerte

  1. Close all Intuit products.
  2. In the Windows Search bar, enter Control Panel.
  3. Choose Uninstall a program.
  4. Right-click on 20YY Lacerte Tax and choose Uninstall.
  5. Choose All Lacerte Tax modules and states and select Uninstall. 
  6. Once the uninstall completes, select OK to close the uninstaller.
  7. Restart the computer.

Step 2: Rename the Lacerte installation folder

  1. Open Windows File Explorer.
  2. Under This PC, select (C:).
  3. Open the Lacerte folder.
  4. Right-click on the YYtax folder for the year you uninstalled and choose Rename.
  5. Change the name to YYtaxOLD.
  6. Browse to the Network install location for Lacerte.
  7. Right-click on the SetupYY folder and choose Rename.
  8. Change the name to SetupYYOLD.

Step 3: Reinstall Lacerte

  1. Sign in to My Account.
  2. From the Dashboard, select Download 20YY.
  3. Run the WebsetupYY.exe file.
  4. Follow the instructions on the screen to install the program.
  5. After the installation is complete, open Lacerte.

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