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Lacerte Tax Software


Lacerte Tax Software is perfect for tax firms with individual use and business clients. It is an intuit product. Lacerte provides speed through built-in tools and automatic speed through the toughest returns. Unique interface designed with fewer time-savings fewer clicks in mind – direct access to
request forms and a flat worksheet-based design for fast,heads-down data entry etc.

Lacerte Tax Software Features

Exciting Features For E-Filing and More Options eSignature Plus Payments Intuit has partnered with DocuSign to bring you eSignature.
Secure signatures for Form 8879 the IRS-approved way with eSignature integrated into the Lacerte Tax Software.It also features payment collection that to request billing process client payments at the same time.eSignature saves your time and billing process.

Lacerte Tax Software Expanded E-File

Year round e-file, for all open years, Lacerte Fast Path services.
There are no separate e-file fees.
A comprehensive tax solution is extremely important to you, which is why adding new tax forms and supporting more e-file continues to be our top priority.
You will be able to e-file federal amended fiduciary returns, along with more than 50 new e-file return types for over 15 states including individual, partnership, corporations, s-corporations, and fiduciary.

Lacerte Tax Software Fast, Reliable E-Filing

New and improved e-filing helps you save significant time transmitting returns
Built-in, integrated e-filing for supported individual and business form sets
Streamlined e-file wizard makes it easy to quickly transmit returns, particularly when reviewing and fixing validation errors
Ability to verify transmission through online Lacerte account
Lacerte e-file Atlas provides a wealth of real-time Federal and State e-file information
Guarantee of a successful e-file experience
Lacerte helps you stay up-to-date with the IRS e-file mandate.

Lacerte Tax Software e-Organizer Features 

Collect the information you need from each client faster, for less money, and with fewer hassles using customized emailed tax analysis software, instead of paper ones.Make life simpler for your staff and your clients with simple-to-use electronic checklists and questionnaires.
Save the time and expense of printing, assembling, and mailing paper organizers Maintain security with password-protected files for your clients’eyes only Decrease data-entry errors by transferring approved figures directly onto the correct tax forms and lines in Lacerte Tax with no typing

Distribute Hundreds of Organizers Instantly

From within Lacerte Tax software, an e-Organizer Wizard helps you send email letters, questionnaires, and forms to clients.  The e-Organizer contains everything they need, including an introduction, instructions on how to use the organizer, FAQs, and the ability to write questions for you to answer, and download tax documents right into the organizer.

Getting Started with Lacerte Tax Software e-Organizer

Just access the e-Organizer Wizard which steps you through the process of selecting a complete organizer or specific pages tailored to your clients’ unique needs. As soon as your clients complete the forms, they just click a button to email the completed document back to you.Accessing Important Data is Fast, Painless and Accurate Lacerte Client Portals

Email PDF

Bookmark PDF

Employer Direct Download

Like-Kind Exchange Wizard

Like-Kind Exchange Wizard helps you record 1031 exchange transactions in minutes, not hours.

Lacerte Tax Software Calculations and Diagnostics

Comprehensive form sets and deep, automated calculations help give you the confidence to prepare even the toughest individual and business returns correctly
Consolidated corporations, oil and gas capabilities, robust multi-state processing, Schedule J
calculations-farming, partial dispositions, Deep AMT calculations, special allocations for partnerships,
depreciation calculations and more
Extensive diagnostics, including specific e-File error checking, helps uncover mistakes and omissions
resulting in fewer e-File and IRS rejections
Gives quick access from error screen to input field to correct issue

Lacerte Tax Software Utilities 

Missing Client Data Utility reduces the hassle of tracking down client data.
Allows you to flag input fields that are missing information and then quickly send an email to clients requesting the required information. Simply flag input fields in the detail screens while reviewing a return, and then when you receive information back from your client, you can jump directly to the input fields from within the Missing Data tool.

Lacerte Tax Software Balance Utility

Save time during the busiest part of the tax season, Execute your most important trial balance work from within the Lacerte tax program.Develop chart of accounts, adjust journal entries, and manage tax line assignments. Trial balance work stays with that client and carries over from year to year.Import data from many sources including Excel, QuickBooks Accountant, and Easy ACCT Write-up.2
SmartMap technology automatically maps many of your tax line assignments
Print reports to Lacerte Document Management System for electronic storage

Getting Started with Lacerte Tax Software Trial Balance Utility

Since Trial Balance Utility is launched within Lacerte Tax, you won’t have to learn how to use a new product. Lacerte Trial Balance Utility shares client data with your Lacerte Tax client list, so there’s no extra company setup. Layout matches the easy-to-navigate tab design of Lacerte Tax. See data the way you’re used to seeing it. Get easy-to-read screens that display prior year balances — as well as book and tax adjustments. Mouse-over adjustments to see a journal entry source or double-click an adjustment and jump right to a journal entry.

Lacerte Tax Software Analysis and Planning Tools

Sold as part of the Lacerte Tax Bundles, Lacerte offers integrated client service tools to help you be the hero to your clients and provide services beyond just the basics of a tax return.Lacerte Tax Planner allows you to quickly provide customized strategies to help clients reduce their future tax liability
Lacerte Tax Analyzer helps you advise your clients on how new tax laws will impact their financial health, plus it will red flag amounts on the tax return that are more likely to trigger an IRS audit

Lacerte  Tax Software Unique Interface

All clients can be seen at once with customizable columns
Flat worksheet-based design enables fast heads-down data input
Direct access to forms, diagnostics, print functions and more reduces unnecessary clicks
Logically set up to match the common flow of a tax return resulting in easy to learn and use
Quickly review inputs using tab design. Learn more