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

Installs new or updates existing FileMaker Pro to v20.3.1.30 with Lackner Connect.


macOS

Installs new or updates existing FileMaker Pro to v21.2.1.41 with Lackner Connect.

 

Release Notes

2016 Release Notes (InheriTax)

Release Notes for PA InheriTax, 2016

Lackner Support 0 4448

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 4213

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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