The Tax Cuts and Jobs Act brought a lot of changes, especially for tax year 2018. While you’ve been focusing on helping your clients navigate those changes, we’ve been hard at work making key improvements to make our tax preparer software, Intuit® ProConnect™ Lacerte®, better than ever. From behind-the-scenes upgrades that accelerate overall performance, to big steps in e-file coverage, continued strong support for tax reform and brand-new features such as hosting, you can count on Lacerte to help make this your best tax year yet.
In addition to 134 new forms and 43 new e-file capabilities, check out some of the new features and productivity enhancement we’ve added to Lacerte. Here’s an overview of some of the top enhancements you can expect in our tax business software:
Sections and Topics tabs to easily navigate complex forms: You can now find the right input quickly and accurately using the Section and Topics tabs. Because content categories are sorted into relevant, clickable groups, you can avoid the hassle of scrolling through long forms and reduce the risk of missing an input.
Client list column sorting: Sort data by simply clicking on any column header in the Client List. Similar to Microsoft Excel, you get one-click convenience and maintain your preferred view.
Password protection for PDF files: Easily password-protect any client file when using Print to PDF, save it to your desktop or share it with a client – all accomplished without leaving your workflow.
Combined e-file wizard for regular and other filings: Use a single e-file wizard to select and unselect filings for federal, state and other filings such as property tax and limited liability companies (LLCs) within the same client e-file.
Multiple filing instances supported in a single client e-file: Avoid the hassle of filing multiple e-file returns for the same client; increase productivity with the ability to add multiple instances of filing, including franchises and LLCs, within the same client e-file.
Simultaneous e-file for multiple users: Multiple tax preparers in your office can now e-file at the same time, without disrupting or slowing down the process. Maximize efficiency with a seamless multi-user experience.
New eSignature experience: The best way to sign and collect eSignature just got better with four new eSignature enhancements, including an improved dashboard to track status in real time, the ability to get a signature for any form or document, optional authentication for forms other than 8878 and 8879, and the functionality to collect remote or in-person signatures with a tablet or device in office.
Pay-by-Refund enhancements: You can now use the one-stop convenience of enrolling for Pay-by-Refund anytime in My Account. The new streamlined process means you no longer have to wait to enroll, and it’s easier than ever with fewer steps and one-stop convenience.
New Intuit hosting for Lacerte: Access Lacerte anytime, anywhere, on any device with cloud hosting backed by Intuit. Cut down on server costs, IT maintenance hassles, security concerns and risk of data loss. Rest assured with built-in data protections, automatic backups and updates, and 99.9 percent uptime for strong reliability.
Read more about these updates and additional enhancements, and visit your Personalized Training Portal to find bite-sized training modules with content, videos and webinars about these features and more.