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Lacerte 2022 early access program

SOLVEDby Intuit13Updated December 12, 2022

The version of Lacerte you will install for early access to tax year 2022 is fully functional.

Over the next month, you may still update your software as you normally would when updates are released without affecting your participation in the early access program.

Program scope

Here are a few things that you can do to help us assess the performance of Lacerte’s Individual and Partnership modules during the program:

  • Install Lacerte for tax year 2022.
  • Proforma returns for your clients.
  • Perform some basic operations with your client files.
  • Perform other tax preparation activities. 

If you need help, you can find articles on using Lacerte in the Community.

After completion of the early-access program, you will need to recreate proforma for those clients when Lacerte becomes generally available in November.

Program prerequisites

  • You should have valid My Account sign-in credentials.  
  • Your Lacerte license should be renewed for tax year 2022.  

Make sure you meet the current system requirements.

Table of contents:

Installing Lacerte for tax year 2022
Why don't I see the PREP.22 file in My Account?
Why am I seeing the My Account sign-in during the installation?
Using the Proforma Wizard
Early access via Intuit Hosting
Early access via Intuit Tax Advisor

Installing Lacerte for tax year 2022

  1. Down the installer for tax year 2022 of Lacerte. 
  2. Run the downloaded websetup22.exe file.
  3. Follow the prompts to complete the installation. 
  4. Select Next on the Welcome screen.
  5. Read the end-user license agreement and when ready, select Accept.
  6. Select the option Sign in to My Account and download PREP file and then select Next.
    • If you have Lacerte for tax year 2022 installed on your computer, you will not get this window. 
  7. Enter your My Account credentials and press Sign In
  8. If your account is linked to multiple account numbers, you will now be asked to select the firm you wish to use.
  9. Choose the recommended or custom installation based on your requirements.
  10. Review your installation path, modules, etc. before proceeding with the installation process.
  11. Upon successful installation, restart the system if prompted.
  12. Launch Lacerte for tax year 2022.
  13. Sign in with your My Account credentials.

If you encounter an issue with installation or launching the software, please reach out to LacerteFeedback@intuit.com.

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Why don't I see the PREP.22 file in My Account?

Even though your license may have been renewed for that tax year, the PREP file for tax year 2022 (PREP.22) will not be available for download in My Account until 11/9.

The early-access installer will manage to get it on the back end for installation.

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Why am I seeing the My Account sign-in during the installation?

You will be asked to sign in to My Account during the installation to check for a valid license.

If you haven’t renewed yet, please call customer support to renew your license in order to continue the installation.

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Using the Proforma Wizard

  1. Open Lacerte for tax year 2021.
  2. From the Tools menu, choose Transfer Clients (Proforma to 2022).
  3. When the Proforma Wizard starts, select Next.
  4. Choose Transfer all my clients for all my modules at once and select Next.
    • Lacerte will show you a Module Initialize screen while it prepares the data.
  5. Choose Typical (Recommended) if you use the default locations and select Next.
  6. Review your settings and select Transfer Now.
    • If a Diagnostics Results window appears, it means that a client may have an uncleared critical diagnostic, such as when a taxpayer has passed away. We recommend printing such instances for later review.
  7. Select Finish.
  8. Open Lacerte for tax year 2021.
    • The transfer will have been automatically completed.
    • If Lacerte for tax year 2022 was already open, then Refresh your software from the Client menu.

If you need assistance, please visit Proforma Wizard Help.

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Early access via Intuit Hosting

  1. Enter your hosted environment.
  2. Launch Lacerte for tax year 2022.

If you have difficulty locating or launching your software, please see here or reach out to LacerteFeedback@intuit.com.

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Early access via Intuit Tax Advisor

  1. Once you have completed the pro forma process in Lacerte for tax year 2021, open Lacerte for tax year 2022.
  2. You will get a confirmation screen to confirm the datapath. Select Yes to confirm.
  3. After confirming the datapath, validate that the clients that you synced to the cloud in Lacerte for tax year 2021 show the status Sync Remaining Data in Lacerte for tax year 2022.
  4. To send the tax return data for this year to Intuit Tax Advisor, select Sync remaining data.

We also recommend that you sync a new client to the cloud in Lacerte for tax year 2022.

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