Lacerte Software FAQs


Can you convert my data?
Intuit ProConnect Lacerte professional tax software can convert the data from most popular tax software products. Learn more about data conversion.


How much is conversion?
Conversion service is included in our Fast Path license. Please call 800-933-9999 for details.


How long does conversion take?
In most cases, you will receive your converted data within 1-3 business days.


Do I have to buy every form or can I use them on a pay-per-return basis?
You do not have to purchase every form to have access to them. Lacerte programs are available on an unlimited-use, fixed-quantity bundle, or pay-per-return basis. Choose whatever option is most economical for you, or a combination of both.

Unlimited-use packages and modules are offered with no per-return charges, and you can prepare as many returns as you wish.

Pay-per-return only
This option helps you to build or maintain a tax practice using premier tax software, while at the same time containing costs associated with preparing returns. Combine unlimited-use and pay-per-return (REP). You can choose unlimited versions of the software you'll use most often—and use our pay-per-return option to prepare an out-of-state or other uncommon return.

Combined solution
Combine fixed-quantity bundle or unlimited-use and pay-per-return. You can choose unlimited or fixed-quantity versions of the modules you'll use most often—and use our pay-per-return option to prepare an out-of-state or other uncommon return.


Can I use pay-per-return for any type of return?
Yes, you can use pay-per-return for any type of return offered by Lacerte.


Is support included?
Yes, technical support is included with the purchase of your Lacerte product.


What type of support is available?
Lacerte offers support in many different ways to put answers at your fingertips.

  • Toll-free phone support
  • Email support
  • Website support
  • In-program help
  • Help Me option with screen-specific topics
  • IRS instructions per form


What are your support hours?
Toll-free technical support is typically available from 6:00 AM to 5:00 PM PT, Monday-Friday. Extended support hours are available during tax season, including weekends. For the most current information regarding support hours of operation click here.


When is the new year's tax program made available?
We understand how important it is to get you the new tax year program as early as possible. For that reason, the first release of the program is typically scheduled for download in mid-November.


How is the product delivered?
The standard delivery for new customers is via Download Only Delivery. Existing customers will receive the product based on the prior year unless requested otherwise. Physical CD shipment is also a delivery option, but only available upon request.


Which states qualify for sales tax exemption with Download Only Delivery?
Current list of states that provide sales tax exemption based on state legislation (subject to change): AR, CA, CO, FL, GA, IA, ID, MD, MO, NV, NJ, OK, SC, and VA. In addition, CT customers are eligible for a reduced tax rate of 1%.


How are updates delivered?
Updates are made available for download as soon as they are ready.


What type of training is available to help me get started?
Lacerte offers various levels of training courses and how-to video tutorials to help get you up and running quickly. New users can take advantage of our first-year onboarding program.