Down below we will go over the key differences in features between Lacerte, ProSeries Professional, ProSeries Basic, and ProConnect Tax:
| Key Feature | ProConnect Tax | ProSeries Basic | ProSeries | Lacerte |
| 1040 forms with schedules and calculations | X | X | X | X |
| Deep diagnostics to help you locate errors, omissions, and questionable entries | X | X | X | X |
| Integrated electronic-filing | X | X | X | X |
| Bank Products | X | X | X | X |
| Free U.S. based tech support with extended hours during peak seasons | X | X | X | X |
| Business forms including 1120, 1120S, 1065, 1041 | X | X | X | |
| E-file Business Returns | X | X | X | |
| Additional 1040 support such as 1040NR, Net Operating Loss & more | X | X | X | |
| Input Screens (Non-forms based input) for rapid data entry | X | X | X | |
| Network functionality for multiple user access | X | X | X | |
| Customizable Client Letter | X | X | X | X |
| Client Letter Cover Sheet | X | |||
| One Click E-file | X | |||
| Cloud Based | X | |||
| Cloud Hosting | Add-On | Add-On | ||
| Other Filings: 990, 706, 709, 5500 | 990, 709 | 990, 706, 709 | X | |
| Missing Client Information tool to help with missing data | X | X | X | |
| K-1 data import for business to 1040 transfers | X | X | X | |
| Client Analyzer identifies clients impacted by tax changes and scenarios | X | X | X | |
| Customizable Return Printing | X | X | X | |
| Customizable Client Management Screen | X | X | X | X |
| Import from QuickBooks Desktop | X | X | ||
| Integration with QuickBooks Online for Accountants (QBOA) | X | |||
| Built in E-file Reports | X | X | X | X |
| Global Billing Options | X | X | ||
| Billing Clock | X | |||
| Rates Per Form Billing | X | X | X | |
| Customizable Client Invoices | X | X | ||
| Standard Client Invoices | X | X | ||
| Client Organizer with Prior Year Amounts | X | X | ||
| Client Checklist | X | X | X | |
| Customizable Client Reports | X | |||
| Customizable Client Status Tracking | X | X | X | X |
| W-2 Import | X | X | X | X |
| Schedule D Excel Import (1040 only) | X | X | ||
| Paperless E-Organizer / Intuit Link | X | X | X | X |
| Client Paper Organizer | X | Add-On | X | |
| Consolidated Corporate Returns | X | |||
| Kiddie Tax Link - 8615 | X | |||
| Tax Planner | X | X | X | Add-On |
| Control user access to program features for multi-user firms | X | X | X | |
| In-product tax help and forms search | X | X | X | X |
| Integration with ProSeries/Lacerte Smart Vault | X | X | ||
| Forms-based data entry similar to actual IRS Forms | X | X | ||
| Guided workflow and checklists to help with returns | X | |||
| Deduction Finder helps identify missed deductions | X | |||
| eSignature | Add-On | Add-On | Add-On | Add-On |
Complex Calculations in Intuit Products Comparison:
| Form | ProConnect Tax | ProSeries Basic | ProSeries | Lacerte |
| SEP/Keogh/SIMPLE Contribution | X | X | X | X |
| Passive Activities | X | X | X | X |
| Alternative Minimum Tax | X | X | X | X |
| Household Employment Taxes | X | X | X | X |
| Suspended Losses | X | X | X | X |
| Partial Rental Ownership | X | X | X | X |
| Tax Preference Items (AMT) | X | X | X | X |
| Amended Returns | X | X | X | X |
| Estimated Payments | X | X | X | X |
| Charitable Contribution Limitations | X | X | X | X |
| Lump Sum Distributions | X | X | X | X |
| Carryovers | X | X | X | X |
| Business Use of Home | X | X | X | X |
| Education Optimizer | X | X | X | X |
| Employee Stock Options | X | X | ||
| 401(k) Optimizer | X | X | ||
| Vacation Homes | X | X | X | X |
| Like-Kind Exchanges | X | X | X | X |
| Net Operating Losses | X | X | X | X |
| Publicly Traded Partnerships | X | X | X | X |
| At-Risk Limitations Form 6198 | X | X | X | X |
| Married Filing Joint /Split Report | X | X | X | |
| Form 1045: Application for Tentative Refund (and related worksheets) | X | X | X | X |
| Form 5884: Work Opportunity Credit | X | X | X | X |
| Form 6765: Increasing Research Credit | X | X | X | X |
| Form 8845: Indian Employment Credit | X | X | X | X |
| Form 8846: Employer Tip Credit | X | X | X | X |
| Form 8594: Asset Acquisition Statement | X | X | X | X |
| For 4970: Tax on Accumulation Distribution of Trusts | X | X | X | X |
| Form 4852: Substitute Form W-2 or Form 1099-R | X | X | X | X |
| Form 8821: Tax Information Authorization | X | X | X | X |
| Late Penalties and Interest Worksheet | X | X | X | X |
| Form 2848: Power of Attorney | X | X | X | X |
| Form 8850: Prescreening notice for Work Opportunity Credit | X | X | X | X |
| Form 8859: DC First-Time Home buyer Credit | X | X | X | X |
| Form 8881: Credit for Small Employer Pension Plan Startup Costs | X | X | X | X |
| Oil & Gas Depletion | X | X | ||
| Consolidated Corporate Returns | X |
