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Lacerte^® Tax

I rely on powerful tools to

tackle even the most
complex returns

Don’t miss a thing with the comprehensive tools included with Lacerte.

Try it free

Call 844-818-3676 for a fast, free consultation.

so all my clients
know they can

rely on me for
any tax scenario

Rely on Lacerte to deliver the best financial outcomes for your clients.

Hear from a Lacerte pro and their client about their experience

(1:10)

Tackle even the most complex returns with key Lacerte features.

Comprehensive form coverage
Lacerte covers over 5,700 forms and automated calculations, including multi-state K-1s, oil and gas depletion, consolidated corporations, modules 1065, 1120, 706, 709, 990, and 5500, so you’re always ready to serve a wide range of clients.

Advanced diagnostics
Reduce rejections and maximize your clients' refunds with more than 25,000 advanced diagnostics to help you review and optimize every return. You’ll get peace of mind knowing that Lacerte automatically catches errors and data omissions.

Time-saving tools
Lacerte integrates more than 32 time-saving tools, including jump to input, the missing client data utility, and K-1 transfer. Get more time back to focus on your clients with these helpful built-in tools that help the average Lacerte customer save up to 50 minutes on a complex return.^*

View more features

Save up to 50 minutes on a complex return and 28 minutes on a simple return thanks to 32 time-saving features.*

Lacerte overview

Take a quick look at Lacerte in action and see how it can help you tackle the most complex returns with confidence.

See Lacerte in action

(2:20)

Financial institution download

Save time for both you and your clients by downloading 1099 and W-2 information directly from your client’s preferred financial institution or payroll provider into a tax return. Get access to more than 275 supported partners, free with your Lacerte software.

See financial institution download in action

(2:33)

Jump to input

Quickly find where you’re currently working in a return and get to data entry fields in a click, saving you 35 minutes.*

See jump to input in action

(2:52)

K-1 data import

Save 37 minutes per return with the ability to automatically transfer partnership, S corp, and fiduciary tax data into individual returns or between business returns.*

See K-1 data import in action

(2:53)

Missing data utility

Easily keep track of any missing client data and send requests online with a click, and save 30 minutes, on average.*

See missing data utility in action

(4:15)

View more time-saving tools

Maximize your productivity by including integrated add-on solutions to complete your online tax workflow.

eSignature Plus Payments^*
Get documents reviewed and signed securely in a matter of hours from any device with IRS-compliant eSignature, powered by DocuSign. New one-click functionality lets you quickly send 8878 and 8879 requests from inside Lacerte.

Hosting for Lacerte^*
Connect the same Lacerte software to the cloud with enterprise-level security, minimal IT work, easy updates, and expert support from Intuit and Right Networks. Get anytime, anywhere multi-user access on any device, so your staff can work from the same data without interruption.

Intuit Practice Management powered by Karbon^*
Gain more visibility and control over everything your firm is working on with a workflow management platform, deeply integrated with Lacerte, that helps you clearly see your priorities. Plus increase productivity by creating consistent processes for your services with customizable templates and automate away admin tasks like requests and reminders.

Intuit Link
Collect and organize client information with the Link secure online portal, included with Lacerte at no additional cost. Your clients will benefit from new login improvements to enable them to seamlessly access their accounts and send you their tax documents securely and easily.

View more workflow add-ons

Enjoy up to 20% off eSignature when you buy Lacerte.*

If you e-file, it’s time for eSignature. And now when you get started with your new software, you can enjoy eSignature with a deep discount. Give your software a boost so you can get everything signed and tracked—all remotely, and all from one place.

Call 844-830-8561 to claim your savings.

20% off unlimited eSignatures or 14% off 100+ eSignatures

Valid for new Lacerte, ProSeries, or ProConnect customers only

Enjoy the confidence that comes with free, unrivaled support and training that starts the moment you do.

Easy Start onboarding
Make your first year with Lacerte a success with our new-user Easy Start onboarding system. You'll get personalized customer support, automated data conversion, access to your personalized training portal, and the success guide, which will send timely instructions to help ensure you’re completely set up with installation, EFIN verification, and more.

Training
Stay at the top of your game with free training materials included with your Lacerte software. Join live or recorded webinars—ranging from software to professional topics—or participate in our immersive virtual conferences to meet with peers and hear from tax and accounting experts. Both include options for CPE and CE credits. Lastly, you can stay informed all year long with our informative Tax Pro Center.

Expert support and in-product help
Get free product support from U.S.-based agents 24/7 during tax season. Schedule an appointment or request a call back to get support on your schedule, without waiting on hold. And take advantage of our tax professional community to ask questions and get answers from your peers. You can also find help without leaving Lacerte with on-screen help that’s constantly available to answer your tax and software questions, even while you work on returns.

See what peers and publications have to say about Lacerte.

"Overall 4.75/5.0"

CPA Practice Advisor^*

Tax Document Automation^*

CPA Practice Advisor^*

Lacerte is really an amazing program for us to use for our clients with all the features that it has. We've tried several times to review other programs, and Lacerte has come up to be one of the best programs that we have ever used."

Javier Amezcua,
Integro Consultants

I rely on Lacerte to take on the most complex returns
so my clients know they can always rely on me

Try it free

Or call 844-818-3676 for a fast, free consultation.

- Minutes saved per return information: Based on an internal survey of Intuit Lacerte Tax for tax year 2019 customers, conducted in January 2021, in comparison to their previous method for preparing returns. On average, customers saved 28 minutes on a simple return and 50 minutes on a complex return.
- Feature time savings information: Timesavings claims are based on an internal survey of Intuit Lacerte Tax for tax year 2019 customers that reported using the feature, in comparison to their previous method, conducted in January 2021.
- Add-on information: Additional terms, conditions, and fees may apply with optional add-on services.
- #1 in tax document automation award information: This award in the Tax Document Automation category was presented to Intuit Tax Import for Lacerte and ProSeries for tax year 2019 in the CPA Practice Advisor Readers’ Choice Awards 2020: https://www.cpapracticeadvisor.com/accounting-audit/article/21130868/the-results-are-in-the-2020-readers-choice-awards
- 4.75 out of 5 star rating information: This recognition was given to Intuit Lacerte Tax for tax year 2019 in a September 2020 review from CPA Practice Advisor: https://www.cpapracticeadvisor.com/reviews/review/21081485/2019-review-of-lacerte-tax-from-intuit
- Offer for new customers:
  20% off: Offer of Unlimited eSignature for tax year 2021 for $1,427, or 20% off MSRP.  
  14% off: Offer of a 14% discount on MSRP on 100+ eSignatures for tax year 2021.  For each offer, product must be purchased by 5 PM PT on Thursday, March 31, 2022. Offers valid only for new-to-Lacerte, new-to-ProSeries, or new-to-ProConnect customers (offer not available for current Lacerte, ProSeries, or ProConnect customers) at the time of tax software purchase. The purchase of 2021 eSignatures is applicable for usage in tax year 2021 Lacerte/ProSeries/ProConnect product only, valid through December 31, 2022. Validity does not apply to usage in other product years. Terms, conditions, pricing, features, service and support options are subject to change without notice. For more information, please visit https://proconnect.intuit.com/esignature/.

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