Lacerte 1040 Tax Planner and Analyzer

Two of our most popular productivity bundled together.

Provide year-round, sophisticated tax planning with tax preparation software tools and better advise your clients with the Lacerte Tax Analyzer


ONLY $239
FREE with a Lacerte Unlimited Package1

 

Tax Planner

 

What you can do with Lacerte Tax Planner

  • Increase your value to clients by offering custom tax planning services.
  • Compare multiple, complex scenarios using actual current and future tax rates.
  • Easily generate custom graphs, reports and letters to communicate tax plans.

 

Easily project your client's future tax liability under multiple scenarios

Instead of rough estimates, give your clients data based on actual current and future state and federal tax rates built into Tax Planner. Generate four types of tax plans: a year/case analysis, difference analysis, Married Filing Jointly/Married Filing Separately comparison and adjustment analysis.

 

Getting Started with Lacerte Tax Planner

Export client data directly from your Lacerte Tax software Individual/1040 files. There's no need to re-enter it in Lacerte Tax Planner, and you'll be able to work with the most up-to-date data.

 

 

 

Tax Analyzer

 

What you can do with Lacerte Tax Analyzer

  • Advise clients on how to reduce liability and their chances of triggering an audit.
  • Automatically "red flag" amounts that exceed national averages.
  • Read items right off the screen or print reports written in plain English.

 

Get Customized, Tax-reducing Tips

Read short narrative descriptions of each taxpayer's current status and details about the impact of new or pending changes in depreciation allowances, tax rates and allowable contribution limits. Like an expert tax advisor, Tax Analyzer offers tax-minimizing strategies tailored to each client's specific situation. Covered topics include current and future tax savings and retirement contributions. There are also tax tips, compliance tips and a social security section.

 

Getting Started with Lacerte Tax Analyzer

Tax Analyzer integrates with Lacerte Tax Individual/1040 files and each item links to the applicable tax form input field for easy reference. To verify any item or to learn more, simply click the More Info icon and see the source of the information, as well as hyperlinks to publications or other resources.