This is an approximation of the release dates for tax year 2018. All dates posted are subject to change without notice.

Tax year Release Online Availability
2017 Proforma/organizer 10/23/2018
2018 Release 1 11/6/2018
2018 Release 2 12/12/2018
2018 Release 3 1/9/2019
2018 Lacerte update 1/17/2019
2018 Business e-File live (no update) 1/22/2019
2018 Release 4 (date change) 1/23/2019 1/24/2019
2018 Lacerte update 1/25/2019
2018 Individual e-File live (no update) 1/28/2019
2018 Lacerte update 1/29/2019
2018 Lacerte update 1/30/2019
2018 Lacerte update 1/31/2019
2018 Lacerte update 2/1/2019
2018 Lacerte update 2/5/2019
2018 Lacerte update 2/7/2019
2018 Lacerte update 2/12/2019
2018 Release 5 2/14/2019
2018 Lacerte update (Presidents Day) 2/19/2019
2018 Lacerte update 2/21/2019
2018 Release 5.5 2/26/2019
2018 Lacerte update 2/28/2019
2018 Lacerte update 3/5/2019
2018 Release 6 3/7/2019
2018 Lacerte update 3/12/2019
2018 Lacerte update 3/14/2019
2018 Lacerte update 3/19/2019
2018 Lacerte update 3/21/2019
2018 Release 6.5 3/26/2019
2018 Lacerte update 3/28/2019
2018 Lacerte update 4/2/2019
2018 Lacerte update 4/4/2019
2018 Lacerte update 4/17/2019  4/18/2019
2018 Release 7 4/24/2019
2018 Lacerte update 4/30/2019
2018 Release 8 5/29/2019 6/5/2019
2018 Release 8.1 6/12/2019
2018 Release 9 7/18/2019
2018 Release 10 8/28/2019
2018 Release 11 9/25/2019
2018 Release 11.1 9/30/2019
2018 Lacerte Update 10/2/2019
2018 Release 11.2 10/3/2019
2018 Lacerte Update 10/9/2019
2018 Release 11.3 10/14/2019
2018 Lacerte Update 10/16/2019
2018 Release 12 10/24/2019
2018 Lacerte Update 10/25/2019
2018 Release 12.1 10/29/2019
 

Frequently asked questions:

Lacerte release expectations

Lacerte component Pre-January releases January "e-File go live" release
General purpose Available for install and setup firm preferences
Organizer and proforma Ability to generate client organizers and proforma client data. Ability to generate client organizers and proforma client data.
Input, calculations, and diagnostics Due to expected tax law changes by federal and/or state taxing authorities, most tax input, calculations, and diagnostics are not final. Programs will be up-to-date based on the requirements provided by taxing authorities and are subject to change as a result of changes in tax law.  Ensure your product is always current by installing updates as they become available.

After installing an update, all returns must be calculated again prior to e-filing.

Forms and e-File Due to pending tax law changes and final agency approvals, most forms and e-file capabilities are not final or approved.  e-File transmissions are also not available at this time. Forms and e-file capability are available after the IRS begins accepting electronically filed returns.  e-File transmissions will be available for approved agencies.  For a list of approved agencies, see 2018 Lacerte E-file Agency Approval and E-file Start Dates.

Click Get Updated Information on Tax Forms Release Status - Lacerte Form Status Tool details regarding federal and state form releases.

Program availability Most federal programs are available with many forms watermarked.  Most state programs are not available. Click Get Updated Information on Tax Forms Release Status - Lacerte Form Status Tool for details regarding federal and state form releases.
Functionality changes Proforma change Proforma Data Requirements from State Agencies

Related topics: