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Unique interface speeds you through tax preparation helping you complete more returns in a day.

• All clients can be seen at once with customizable columns
• Flat worksheet-based design enables fast heads-down data input
• Direct access to forms, diagnostics, print functions and more reduces unnecessary clicks
• Logically set up to match the common flow of a tax return resulting in easy to learn and use
• Quickly review inputs using tab design

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Calculations, diagnostics, and more designed to help you to prepare accurate returns.

• Comprehensive formsets and deep, automated calculations help give you the confidence to prepare even the toughest individual and business returns correctly
  
  
  • Consolidated corporations, oil and gas capabilities, robust multi-state processing, Schedule J calculations-farming, partial dispositions, Deep AMT calculations, special allocations for partnerships, depreciation calculations and more
• Extensive diagnostics, including specific e-File error checking, helps uncover mistakes and omissions resulting in fewer e-File and IRS rejections
• Gives quick access from error screen to input field to correct issue

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New and improved e-Filing helps you save significant time transmitting returns

• Built-in, integrated e-Filing for supported individual and business formsets
• Streamlined e-File wizard makes it easy to quickly transmit returns, particularly when reviewing and fixing validation errors
• Ability to verify transmission through online Lacerte account
• Lacerte e-File Atlas provides a wealth of real-time Federal and State e-File information
• Guarantee of a successful e-File experience^[3]

Lacerte helps you stay up-to-date with the IRS e-File mandate. Go to the e-File Resource Center to see how you can file faster and stay IRS compliant.

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View a User Demo: 4 min.

Missing Client Data Utility reduces the hassle of tracking down client data.

Allows you to flag input fields that are missing information and then quickly send an email to clients requesting the required information. Simply flag input fields in the detail screens while reviewing a return, and then when you receive information back from your client, you can jump directly to the input fields from within the Missing Data tool.

View a User Demo: 4 min.

The Schedule D Import Wizard saves time with fast transfer of client brokerage statements directly into Lacerte.

Simplify entering stock transactions from an Excel or CSV (comma separated value) file into the Schedule D. The import Wizard guides you through assigning the information from the Excel or CSV file to input fields and automatically creates the necessary Schedule D form.

View a User Demo: 6 min.

Like-Kind Exchange Wizards helps you record 1031 exchange transactions in minutes, not hours.

Lacerte Like-Kind Exchange Wizard turns a complicated, time-consuming process into just a few fast and simple steps. Plus, it can automatically create a new asset for the basis of the property received.

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Reliable multi-user performance doesn't slow your networked staff down.

• Networking capabilities helps the software perform at a consistently high basis, whether you're running on a single PC or over a multi-user network
• Set preferences, including invoice scheduling, across entire firm for uniform processing
• No time-consuming workarounds and billing errors for firms who use multiple preparer license files as Lacerte recognizes unique firm IDs, and downloads and assigns the correct prep files automatically

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Return summaries and multiple printing options and reports makes it easy to review and provide a professional output.

• Conveniently view all forms and documents exactly as they will print in their finished form
• Practice and Client Summary Reports inform your business decisions
• Single-page summary of each client, including a list of forms and schedules produced
• Quantities of each form prepared, average income of clients, total billings, and more

Tax analysis and planning tools help you easily exceed client expectations with consultative tax services to add value.

Sold separately or as part of the Lacerte Tax Bundles, Lacerte offers integrated client service tools to help you be the hero to your clients and provide services beyond just the basics of a tax return.

• Lacerte Tax Planner allows you to quickly provide customized strategies to help clients reduce their future tax liability
• Lacerte Tax Analyzer helps you advise your clients on how new tax laws will impact their financial health, plus it will red flag amounts on the tax return that are more likely to trigger an IRS audit

Lacerte Document Management

Integrated paperless solutions help your firm reduce expenses and collaborate more effectively with clients and their data.

Lacerte Document Management System allows you to store client files electronically and access them immediately right from your PC. Helps you reduce operating costs, improve client service and protect your firm from risk due to data theft, flood, fire or other natural disaster.

Now Lacerte Tax Analyzer, Lacerte Tax Planner and Lacerte Document Management System are sold together. The Productivity Plus Bundle contains all three at one low price.

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Save time during the busiest part of the tax season, using Lacerte Trial Balance Utility.

Execute your most important trial balance work from within the Lacerte tax program. Develop chart of accounts, adjust journal entries, and manage tax line assignments. Trial balance work stays with that client and carries over from year to year.

What you can do with Lacerte Trial Balance Utility

Import data from many sources including Excel, QuickBooks Accountant, and EasyACCT Write-Up.^[4]

• Help save significant time with client data that carries over from year to year
• SmartMap technology automatically maps many of your tax line assignments
• Print reports to Lacerte Document Management System for electronic storage

Getting Started with Lacerte Trial Balance Utility

Since Trial Balance Utility is launched within Lacerte Tax, you won't have to learn how to use a new product. Lacerte Trial Balance Utility shares client data with your Lacerte Tax client list, so there's no extra company setup. Layout matches the easy-to-navigate tab design of Lacerte Tax. See data the way you're used to seeing it. Get easy-to-read screens that display prior year balances — as well as book and tax adjustments. Mouse-over adjustments to see a journal entry source, or double-click an adjustment and jump right to a journal entry.

Shannon Brown discusses
e-Organizer's time savings benefits

Included at no additional charge for Unlimited Tax customers for tax year 2012.

Collect exactly the information you need from each client faster, for less money, and with fewer hassles using customized emailed tax analysis software, instead of paper ones.

What you can do with Lacerte e-Organizer

• Make life simpler for your staff and your clients with simple-to-use electronic checklists and questionnaires
• Help save the time and expense of printing, assembling, and mailing paper organizers
• Maintain security with password-protected files for your clients' eyes only
• Decrease data-entry errors by transferring approved figures directly onto the correct tax forms and lines in Lacerte Tax with no typing

Distribute Hundreds of Organizers Instantly

From within Lacerte Tax software, an e-Organizer Wizard helps you send email letters, questionnaires and forms to clients. Each package includes a unique link that downloads a personalized, password-protected, executable file right to your client's desktop. The e-Organizer contains everything they need, including an introduction, instructions on how to use the organizer, FAQs, and the ability to write questions for you to answer, and download tax documents right into the organizer.

Getting Started with Lacerte e-Organizer

This automated program is simple to use. From within Lacerte Tax software, just access the e-Organizer Wizard which steps you through the process of selecting a complete organizer or specific pages tailored to your clients' unique needs. As soon as your clients complete the forms, they just click a button to email the completed document back to you.