Lacerte 1040 Tax Planner and Analyzer
Save time and money with two of our most popular productivity tools.
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.
What you can do with Lacerte Tax Analyzer
Advise clients 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.
- Offer valid from 9/17/2015 – 4/20/2016 for new Lacerte Unlimited customers only. Offer valid for TY15.