The Intuit ProConnect Lacerte Availability Expectations
|Component of Lacerte||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, 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.
|Federal and States||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. For requirements for printing draft forms, see State Requirements for Printing Draft Forms in Lacerte.|
|Functionality Changes||Proforma change||Proforma Data Requirements from State Agencies
2017 Proforma Experience Information
Lacerte Release Dates/Schedule for Tax Year 2018
Important: 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|
|2018||Business E-file Live (no update)||1/22/2019|
|2018||Release 4 (date change)||1/23/2019 1/24/2019|
|2018||Individual E-file Live (no update)||1/28/2019|
|2018||Lacerte Update (Presidents Day)||2/19/2019|
|2018||Lacerte Update||4/17/2019 4/18/2019|
|2018||Release 8||5/29/2019 6/5/2019|
Frequently Asked Questions:
Q1. Where can I go to download the Lacerte program?
A1. The program can be downloaded by logging into My Account or from within the prior year program.
- MyAccount: Once you've logged in, the option to download the current year program and prior year programs will be available on the landing page.
- Within Prior Year Program: From the Tools drop-down menu, select Install Next Year's 2018 Program and follow the prompts.
A2. All tax modules will be available for download on the first 2018 Release. If the tax module is grayed out after install you will need to Install Additional Tax Modules.Q3. Will there be program releases that are not listed above?
A3. There are situations where an unscheduled update may be necessary. If you would like to receive update notifications via email, please visit Lacerte Tax Program Updates for 2018 & Prior Years. In addition, as we are ramping up for e-file there may be daily updates in an effort to make the e-file forms available as soon as possible.Q4. I think something changed in my program. Is there a place I can visit to review the updated tax items?
A4. All reported issues corrected in a program update can be found within the Lacerte Tax Program Updates for Tax Year 2018 article.
Q5. How will I know when my forms are available for e-file? I can see the watermark for paper filing, but I'm not sure about e-file.
A5. E-file updates can occur daily until all forms are released. Please visit Get Updated Information on Tax Forms Release Status for specific e-file form availability.
- All dates posted are subject to change without notice.
- Packages arriving via DHL Global Mail will be delivered to your mailbox. Transit time in business days.
Other Articles to Try:
Lacerte Tax Program Updates for 2018
Lacerte Support, Service and Sales - Hours of Operation
Get Updated Information on Tax Form's Release Status