Lacerte Tax FAQs

Can you convert my data?

Lacerte can convert the data from most popular tax software products. Learn more about data conversion.

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How much is conversion?

Conversion from many other tax software products is free to all new Lacerte customers.

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How long does conversion take?

In most cases, you will receive your converted data within 10 business days.

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Does Lacerte offer e-file?

Lacerte offers you the flexibility to e-file as many returns as you need on a unlimited bases for a flat fee or you can e-file on a pay-per-return basis.

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Do I have to buy every form or can I use them on a pay-per-return (REP) basis?

You do not have to purchase every form to have access to them. Lacerte programs are available on an unlimited-use or pay-per-return (REP) basis. Choose whatever option is most economical for you, or a combination of both.

Unlimited-use only
Simply select the unlimited-use programs you need and put them to work for you; there are no per-return charges, so you can prepare as many returns as you wish.

Pay-per-return (REP) only
This option helps you to build or maintain a tax practice using premier tax software, while at the same time containing cost associated with preparing returns. Combine unlimited-use and pay-per-return You can choose unlimited versions of the software you'll use most often - and use our pay-per-return (REP) option to prepare an out-of-state or other uncommon return.

Combine unlimited-use and pay-per-return (REP)
You can choose unlimited versions of the software you'll use most often - and use our pay-per-return (REP) option to prepare an out-of-state or other uncommon return.

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Can I use pay-per-return (REP) for any type of return?

Yes, you can use pay-per-return (REP) for any type of return offered by Lacerte.

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Is support included?

Yes, technical support is included with the purchase of your Lacerte product.

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What type of support is available?

Lacerte offers support in many different ways to put answers at your finger tips.

• Toll-free phone support
• Email support
• Web site support
• In-program help
• Help Me option with screen specific topics
• IRS instruction per form

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What are your support hours?

Toll-free technical support is available from 6:00 AM to 5:00 PM (Pacific Time). Extended support hours are available during tax season, including weekends (April 8-15).

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When is the new year's tax program made available?

We understand how important it is to get you the new tax year program as early as possible. For that reason, the first release of the program is typically available for download in mid-December.

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How are updates delivered?

Updates are made available for download as soon as they are ready. You will also receive the CD version of the update via 2-day shipping soon after it is posted for download.

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Compatibility Questions Regarding Lacerte and Windows Vista

Will Lacerte 2007 Software work with ALL 32-Bit versions of Vista?

We have tested the 2007 Lacerte products on Windows Vista and we are confident the 2007 Lacerte Products will run on all 32-bit versions of Windows Vista (Ultimate, Home Premium, Home Basic, Business, and Enterprise).

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Is there going to be one version of Lacerte 2007 Software that works with XP and Vista or, are we going to have two separate versions?

No, it will be the same program and version. Separate versions for different operating systems will not be needed.

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Will I be able to use Lacerte with Vista's security features more easily or will I have to use the "Run as administrator" option every time?

We are designing 2007 Lacerte Software and Add-Ons to be able to run as a Standard User. You can use the administrator option if you wish.

2006 will still require the user to Run As Administrator.

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Will 2007 Lacerte work on 64-bit Vista workstations?

2007 Lacerte will not be supported on 64-bit Vista workstations

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Will the Lacerte add-on products such as DMS and Tax Planner work on Vista?

We are designing the Lacerte add-on products to run on Windows Vista.

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Will the 2006 Lacerte Tax work on Vista?

2006 Lacerte is currently not designed to run on Vista, however, 06Tax has the best chance of normal operation under the following conditions:

• Regardless of user login (administrator or standard user), 06Tax will run with limited issues using the “Run as administrator” Option.
• Right click the Executable (W06Tax.exe, W06web.exe, Updnotif.exe) or the short cut and choose “Run as Administrator”.
• The workaround needs to be done only once as it is retained per user but must be done each time the executable is updated.
• For the Proforma/Organizer release scheduled for the end of the year, we will be working to ensure that the Proforma and the Organzier functions work properly under Vista.

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What will happen with my prior year programs? How will I use them?

We will not be making any program changes to 05Tax and back year programs. If there is a need to run the back year programs on a Vista machine you will need to run the program as Administrator as described above.

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How will Vista affect downloading 2007 Lacerte products and updates?

Downloading Lacerte products and updates will function on Windows Vista. However, you must be an Administrator to run any kind of setup or update.

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Will hardware requirements change for Vista users?

There are minor differences in the Systems Requirements needed for Vista users, due to the greater resources needed by Microsoft Vista. Your computer will need to meet the Vista requirements for the edition you are running and 2007 Lacerte system requirements.

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Will using Windows Vista affect printing with the 2007 Lacerte software?

If your printer meets the Windows Vista system requirements and the 2007 Lacerte system requirements, you should be able to print with the 2007 Lacerte software. Same question as above.

Be sure you have the Vista compliant printer driver for your model printer. Most printer manufactures have these printer drivers available for download on their Web sites. Back to Vista FAQ | Back to top

Will Vista affect printing to DMS or to Lacerte PDF?

The current print drivers that we use for printing to DMS and to Lacerte PDF are not compatible on Vista. For TY07, we are implementing a new print driver that will be compatible with Vista.

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Should I keep a computer around with an operating system other than Vista to run my back year programs?

We do recommend you keep an XP (Pro or Home) Service Pack 2 or a Windows 2000 computer for back year programs.

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What if I don't have an XP computer to keep around?

Although the back year programs are not supported under Vista many functions of the back year programs will still work if you running them in Administrator mode.

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Vista has an Install mode that it uses to install programs; after returning to normal mode, it appears that we are unable to save modified ini's. Are there plans for a workaround on this?

Yes, we are designing 2007 Lacerte to run on Windows Vista.

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Does Vista Sync Center work with Lacerte?

No, Lacerte does not work with Vista Sync Center. To manage your data between computers, please use the backup and restore feature within the Lacerte program.

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