Downloads

The following installers for macOS and Windows are all you need to get started with InheriTax. Setup instructions couldn't be simpler:

  1. Download the appropriate installer for macOS or Windows.
  2. Launch the resulting software, "Lackner Software".
  3. Press the green button "Click to begin setup."
  4. Enter your Customer ID when prompted, and move through the setup wizard.

OS

Notes

Download

Windows

FileMaker Pro 22 for Lackner Software
v22.0.5.500 for Windows

macOS

FileMaker Pro 22 for Lackner Software
v22.0.5.500 for macOS

NOTE: If updating from a prior version of FileMaker on Windows, we recommend uninstalling prior versions of FileMaker Pro first.

Release Notes

2016 Release Notes (InheriTax)

Release Notes for PA InheriTax, 2016

Lackner Support 0 7549

The Pennsylvania Supreme Court published new Register of Wills forms (#06-10) and Orphans’ Court forms (#01-06) on August 9, 2016 (the first such revisions in 10 years). These forms are required for all filings submitted on or after September 1, 2016. This requirement is apparently being strictly enforced (two Status Reports using the old form were rejected today for firms that had not installed the update)...

2015 Release Notes (InheriTax)

Release Notes for PA InheriTax, 2015

Lackner Support 0 7284

09/23/2015 (12:35 pm): Several users this morning expressed interest in continuing to use the HUD-1 for closings (including cash-only transactions) that do not require the new Closing Disclosure form. We will not be removing the HUD-1 from the InheriTax package, so you will able to continue using it in its current format without interruption...

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