Lacerte Tax Analyzer is now sold in the Lacerte Productivity Plus Bundle.
Learn MoreLacerte® Tax Analyzer
This tax analysis software from Lacerte helps you advise your clients about how new tax laws will impact their financial health. Suggest tax-minimizing options and present hard data about taxable income, tax bracket, and exact dollar amount or percentage by which numbers would have to change to impact the taxpayer positively or negatively.
Read short narrative descriptions of each taxpayer's current status and details about the impact of new or pending changes in depreciation allowances, tax rates, and allowable contribution limits. Like an expert tax advisor, Tax Analyzer offers tax-minimizing strategies tailored to each client's specific situation. Covered topics include current and future tax savings and retirement contributions. There are also tax tips, compliance tips, and a social security section.
Tax Analyzer integrates with Lacerte Tax Individual/1040 files and each item links to the applicable tax form input field for easy reference. To verify any item or to learn more, simply click the More Info icon and see the source of the information, as well as hyperlinks to publications or other resources.
Lacerte Tax Planner — Build stronger relationships by showing clients how to decrease their tax liability.
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