Lacerte Packages
See special pricing below for new customers1or call us at 844-818-3677 to explore features and pricing.
Lacerte 200
Federal 1040
A comprehensive collection of form sets best suited for preparing fewer than 200 individual federal returns.
Call for pricing
Lacerte Unlimited Modules
All the same great features of Lacerte 200 Federal 1040, plus unlimited individual and business returns.
Call for pricing
Number of federal 1040s
Number of
business returns
Over a thousand forms supported
Consolidated corp (1060, 1120), Benefit (5500), 1041, 1065, 1120S, Estate (706), Gift (709), Exempt (990)
Multi-state support
eOrganizer
Financial institution download
Intuit Link
K-1 Import
Missing Data Utility
Trial balance
Federal interest updates
Data conversion services
Tax Planner and Tax Analyzer
QuickBooks
Accountant
integration
Like-kind Exchange Wizard
Refund transfer
capability
Multiple user
access
Pay as you go
Pay as you go
$251
Unlimited
Unlimited
Included
SmartVault
Document Management
integration
Quick employer forms
Practice
management
Ability to use electronic signatures for 8879 and other forms
Bloomberg BNA Tax Planner Bridge
Tax Scan and Import
Price varies
$155
Price varies
Unlimited: $1,699
Batch of 50: $124.50
Individual: $2.99
$236
Unlimited: $1,733
Individual: $10
Price varies
$155
Price varies
Unlimited: $1,699
Batch of 50: $124.50
Individual: $2.99
$236
Unlimited: $1,733
Individual: $10
Price varies
$155
Price varies
Unlimited: $1,699
Batch of 50: $124.50
Individual: $2.99
$236
Unlimited: $1,733
Individual: $10
A comprehensive collection of form sets best suited for preparing less than 200 individual federal returns.
All the same great features of Lacerte 200 Federal 1040, plus unlimited individual and business returns.
A pay-as-you-go option that's perfect for preparing a lower volume of individual, state and business returns.
| | Number of federal 1040s : 200 |
| | Number of business returns : Pay as you go |
| | Consolidated corp (1060, 1120), Benefit (5500), 1065, 1120S, Exempt (990) : Pay as you go |
| | 1041, Gift (709), Estate (706) : Pay as you go |
| | Multi-state support |
| | eOrganizer |
| | Financial institution download |
| | Intuit Link |
| | K-1 Import |
| | Missing Data Utility |
| | Trial balance |
| | Federal interest updates |
| | Data conversion services |
| | Tax Planner and Tax Analyzer : $251 |
| | QuickBooks Accountant integration |
| | Like-kind Exchange Wizard |
| | Refund transfer capability |
| | Multiple user access |
Lacerte Add-ons |
|
| | SmartVault Document Management integration |
| | Quick employer forms : $155 |
| | Practice management : Price varies |
| | Ability to use electronic signatures for 8879 and other forms |
| | Bloomberg Tax Planner integration : $236 |
| | Tax Scan and Import |
| | Number of federal 1040s : Unlimited |
| | Number of business returns : Unlimited |
| | Consolidated corp (1060, 1120), Benefit (5500), 1065, 1120S, Exempt (990) |
| | 1041, Gift (709), Estate (706) |
| | Multi-state support |
| | eOrganizer |
| | Financial institution download |
| | Intuit Link |
| | K-1 Import |
| | Missing Data Utility |
| | Trial balance |
| | Federal interest updates |
| | Data conversion services |
| | Tax Planner and Tax Analyzer : Included |
| | QuickBooks Accountant integration |
| | Like-kind Exchange Wizard |
| | Refund transfer capability |
| | Multiple user access |
Lacerte Add-ons |
|
| | SmartVault Document Management integration |
| | Quick employer forms : $155 |
| | Practice management : Price varies |
| | Ability to use electronic signatures for 8879 and other forms |
| | Bloomberg Tax Planner integration : $236 |
| | Tax Scan and Import |
| | Number of federal 1040s : Pay as you go |
| | Number of business returns : Pay as you go |
| | Consolidated corp (1060, 1120), Benefit (5500), 1065, 1120S, Exempt (990) : Pay as you go |
| | 1041, Gift (709), Estate (706) : Pay as you go |
| | Multi-state support |
| | eOrganizer |
| | Financial institution download |
| | Intuit Link |
| | K-1 Import |
| | Missing Data Utility |
| | Trial balance |
| | Federal interest updates |
| | Data conversion services |
| | Tax Planner and Tax Analyzer : $251 |
| | QuickBooks Accountant integration |
| | Like-kind Exchange Wizard |
| | Refund transfer capability |
| | Multiple user access |
Lacerte Add-ons |
|
| | SmartVault Document Management integration |
| | Quick employer forms : $155 |
| | Practice management : Price varies |
| | Ability to use electronic signatures for 8879 and other forms |
| | Bloomberg Tax Planner integration : $236 |
| | Tax Scan and Import |
All packages include
Easy Start program
Make a smooth transition with free step-by-step guidance, quick tips and more.
Automatic data conversion
Efficiently move key data from competitive software to Lacerte using our simple wizard.
Money-back guarantee
Love your Lacerte software in the first 30 days, or get your money back, guaranteed.2