How to Install TaxLink

TaxLink for Lacerte 2019

  

TaxLink for Lacerte 2019 is available for download. With this update, you can add a new folder location in order to sync tax returns for different years (eg, 2018 and 2019). This article will show you how to get the latest version of TaxLink.

NOTE: This article assumes that you’ve installed TaxLink, and you simply need the latest version of it. 

  1. Open your current version of TaxLink and click on the gear icon, which is located near the top right corner.
  2. Select Check for Updates from the picklist.
  3. Click the button Exit and Install Update.
  4. Click Connect

    Once the update is complete, you’ll be prompted to select the tax year and file location when you log into TaxLink.

    You can also add a new file location by clicking on the gear icon at the top of your TaxLink window and selecting Add New Tax File. You’ll go through the same TaxLink workflow that you followed when you added a new file for the first time.

    Once you’re finished adding a new tax file, your newly added file will appear in your TaxLink window.

Where to Go from Here:

Troubleshooting TaxLink

Manage Lacerte Integration Settings 

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