Tackle even the toughest returns with confidence.
Over 5,700 Forms
Serve the widest range of clients with support for multistate, K-1s, consolidated corporations and more. Form modules include 1040, 1041, 1065, 1120, 1120S, 706, 709, 990 and 5500.
Automated Calculations
Increase accuracy and efficiency with automated calculations for depreciation, amortization, debt forgiveness and more.
Point-of-need Guidance
Get relevant guidance at any point that you need it with just a click, in context, without interrupting your workflow.
See point-of-need guidance in action. (1:19)
See the Missing Data Utility in action. (4:15)
Save up to 43 minutes on a complex return.1
Streamlined Data Input
Speed through data entry with direct access to all forms and a flat worksheet-based design.
Missing Data Utility
Easily keep track of any missing client data and send requests with a click.
K-1 Transfer
Automatically import partnership, S-Corp and fiduciary tax data into individual returns or between business returns.
Solidify accuracy and compliance with strong support.
Over 25,000 Diagnostics
Lean on advanced diagnostics that automatically catch errors or omissions to bring you more peace of mind.
Tax Law Alerts
Effortlessly stay up-to-date on tax law changes with in-product notifications to keep you informed.
Dedicated Customer Service
Call our U.S.-based product experts toll-free anytime you have a question, and quickly get the help you need.
See diagnostics in action. (8:09)
Make a smooth transition to Lacerte with our Easy Start program. You’ll get automated data conversion, specialized customer support, personalized training and more.
Give your clients options to Pay-by-Refund or use compliant eSignature. And offer year-round advice to reduce their liability with our Tax Planner and tax reform resources.
Access free webinars, videos, workshops and other resources to improve your software proficiency and keep you updated on the topics that matter most to you.
Pay-as-you-go option perfect for preparing a lower volume of individual, state and business returns.