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Comparing Lacerte and ProSeries and ProConnect Tax

SOLVEDby Intuit138Updated August 17, 2023

Down below we will go over the key differences in features between Lacerte, ProSeries Professional, ProSeries Basic, and ProConnect Tax:

Key FeatureProConnect Tax
1040 forms with schedules and calculationsXXXX
Deep diagnostics to help you locate errors, omissions,
and questionable entries
Integrated electronic-filingXXXX
Bank ProductsXXXX
Free U.S. based tech support with extended hours during peak seasonsXXXX
Business forms including 1120, 1120S, 1065, 1041X XX
E-file Business ReturnsX XX
Additional 1040 support such as 1040NR, Net Operating Loss & moreX XX
Input Screens (Non-forms based input) for
rapid data entry
Network functionality for multiple user accessX XX
Customizable Client LetterXXXX
Client Letter Cover Sheet X  
One Click E-fileX   
Cloud BasedX   
Cloud Hosting  Add-OnAdd-On
Other Filings: 990, 706, 709, 5500990, 709 990, 706, 709X
Missing Client Information tool to help with missing dataX XX
K-1 data import for business to 1040 transfersX XX
Client Analyzer identifies clients impacted by tax changes and scenariosX XX
Customizable Return PrintingX XX
Customizable Client Management ScreenXXXX
Import from QuickBooks Desktop  XX
Integration with
QuickBooks Online for Accountants (QBOA)
Built in E-file ReportsXXXX
Global Billing Options  XX
Billing Clock  X 
Rates Per Form Billing XXX
Customizable Client Invoices  XX
Standard Client InvoicesXX  
Client Organizer with Prior Year Amounts  XX
Client ChecklistX XX
Customizable Client Reports   X
Customizable Client Status TrackingXXXX
W-2 ImportXXXX
Schedule D Excel Import (1040 only)X  X
Paperless E-Organizer / Intuit LinkXXXX
Client Paper OrganizerX Add-OnX
Consolidated Corporate Returns   X
Kiddie Tax Link - 8615   X
Tax PlannerXXXAdd-On
Control user access to program features for multi-user firmsX XX
In-product tax help and forms searchXXXX
Integration with ProSeries/Lacerte Smart Vault  XX
Forms-based data entry similar to actual IRS Forms XX 
Guided workflow and checklists to help with returns X  
Deduction Finder helps identify missed deductions X  

Complex Calculations in Intuit Products Comparison:

FormProConnect TaxProSeries
SEP/Keogh/SIMPLE ContributionXXXX
Passive ActivitiesXXXX
Alternative Minimum TaxXXXX
Household Employment TaxesXXXX
Suspended LossesXXXX
Partial Rental OwnershipXXXX
Tax Preference Items (AMT)XXXX
Amended ReturnsXXXX
Estimated PaymentsXXXX
Charitable Contribution LimitationsXXXX
Lump Sum DistributionsXXXX
Business Use of HomeXXXX
Education OptimizerXXXX
Employee Stock OptionsXX
401(k) OptimizerXX
Vacation HomesXXXX
Like-Kind ExchangesXXXX
Net Operating LossesXXXX
Publicly Traded PartnershipsXXXX
At-Risk Limitations Form 6198XXXX
Married Filing Joint /Split ReportXXX
Form 1045: Application for Tentative Refund
(and related worksheets)
Form 5884: Work Opportunity CreditXXXX
Form 6765: Increasing Research CreditXXXX
Form 8845: Indian Employment CreditXXXX
Form 8846: Employer Tip CreditXXXX
Form 8594: Asset Acquisition StatementXXXX
For 4970: Tax on Accumulation Distribution of TrustsXXXX
Form 4852: Substitute Form W-2 or Form 1099-RXXXX
Form 8821: Tax Information AuthorizationXXXX
Late Penalties and Interest WorksheetXXXX
Form 2848: Power of AttorneyXXXX
Form 8850: Prescreening notice for Work Opportunity
Form 8859: DC First-Time Home buyer CreditXXXX
Form 8881: Credit for Small Employer Pension Plan
Startup Costs
Oil & Gas DepletionXX
Consolidated Corporate ReturnsX

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