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Lacerte Tax Features & Benefits
Lacerte Tax Software is designed for accounting firms that perform individual and business tax returns and provide a range of services beyond tax preparation. Lacerte allows you to do more in less time, helps you work more effectively with your clients and provides the tools you need to run your accounting practice more efficiently.
Streamlines your tax and accounting work
- Integrates with QuickBooks to provide you an end-to-end solution
- Exclusive SmartMap technology quickly transfers QuickBooks Accountant Edition data into Lacerte, drastically reducing time-consuming prep work
Click here to learn more about this integration
Speeds you through return preparation
- Flat worksheet-based design results in faster input and one-click access to forms, plus it eliminates unnecessary layers and attachments.
- Various time-saving features help keep you efficient when it matters most.
- Easily access forms, diagnostics, and print functions in any order you choose.
- Quickly review inputs using unique tab design.
- Conveniently view all forms and documents exactly as they will print in their finished form.
Helps you prepare virtually any return, confidently
- In-depth formsets and calculations help you to prepare individual and business returns correctly—no matter how complex
- Sophisticated error-checking helps you catch mistakes, resulting in fewer disruptions and e-file rejections
- Built-in support to help you flag and prioritize missing or inconsistent data
Maximizes your firms efficiency
- Paperless offerings allow you to work faster, cut expenses
- Client-specific solutions across tax planning and analysis help you to more easily deliver superior services
Click here to learn more about how our productivity tools and client service tools will help you be a trusted consultant to your clients
Lacerte provides additional features and service so your firm can run efficiently and effectively - more time spent with valuable information and less time preparing it.
Summary Reports
- Practice and Client Summary Reports that 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.
Exceptional Multi-User Performance
- Networking capabilities for consistently high performance, whether you're running it on a single PC or over a multi-user network.
- Set preferences, including invoice scheduling, across entire firm for uniform processing.
Convenient, Reliable E-Filing - Guaranteed!*
- Built-in e-filing capability and easy three-step e-file process with Lacerte's Transmission Wizard.
- Verify transmission status through your online Lacerte account.
*Lacerte Guarantees a Successful E-File Experience
Effective April 23, 2007, Intuit will offer Lacerte customers a guarantee of on-time submission of tax returns and if late, reimburse for paid e-file fees and any assessed late filing penalties.
If any Lacerte customer is unable to submit to Intuit any federal or state tax return before the applicable filing deadline or Intuit fails to file Lacerte customer-submitted returns with the appropriate tax agency before the applicable filing deadline and the lack of submission or filing is due to a failure of Intuit's electronic filing system, Intuit will refund any applicable electronic filing fees, and reimburse the taxpayer for any resulting penalties and interest levied and paid to the tax agency, upon submission of documentation reasonably acceptable to Intuit. Intuit is not responsible for any failure by Lacerte customers to submit, or Intuit's failure to file, any federal or state tax return due to reasons beyond its commercially reasonable control, including but not limited to internet outages or any deficiencies in the actual federal or state returns that prevent filing.
