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Intuit Lacerte Tax Review

Product Snapshot

  • Pay-as-you-go option for Individual, State, and Business returns: $395
  • Individual 1040 Pay-per-return (Includes State e-File): $47/each — Federal plus One State
  • Additional State returns (Includes State e-File): $27/each

Intuit Lacerte Tax is available as an on-premise solution.

Customer Focus

Intuit Inc. provides tax accounting and business/financial management solutions for small businesses, consumers, accounting professionals, and financial institutions.

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About Intuit Lacerte Tax

Intuit Lacerte TaxLacerte Tax is Intuit’s leading tax preparation software suite for professional accountants. Lacerte Tax offers a comprehensive set of Individual and Business form sets available to use on an unlimited basis. Users simply choose the modules they need for higher volumes of returns and pay-as-you go for their remaining returns. Additionally, Lacerte Tax Import helps users reduce the time they spend manually entering client data into their tax software by importing client information from online financial institutions and printed documents directly into their Lacerte software.

About Intuit
Intuit Inc. is a leading provider of business and financial management solutions for small and mid-sized businesses; financial institutions, including banks and credit unions; consumers and accounting professionals. The company’s flagship products and services, including QuickBooks, Quicken and TurboTax software, simplify small business management, payroll and payment processing, personal finance and tax preparation and filing.

Intuit Lacerte Tax Key Features

  • Expanded e-File Forms
  • Additional New York business forms for 1065, 1120, 1120S
  • New York City 1040 returns
  • Illinois consolidated business returns
  • Wisconsin consolidated business returns
  • Increased e-File Functionality
  • e-File more returns, extensions and payments faster with less clicks
  • Faster e-File acknowledgements
  • Better diagnostics and more input warnings to help resolve errors faster
  • Enhanced Security Features
  • Email PDFs directly to clients from within the Lacerte tax software
  • Password protect and encrypt important documents sent directly from Lacerte
  • Mask client’s social security number on printed and official copies of their filed returns

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