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Lacerte Tax

The power to handle the most complex returns.

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Overview

Lacerte Tax is Intuit's premier desktop-based professional tax software, designed to handle the most complex individual and business tax returns, including those for nonprofit organizations. It is known for its extensive library of forms, in-depth calculations, and powerful features for tax planning and analysis.

✨ Key Features

  • Comprehensive form library, including the Form 990 series
  • Advanced calculation and diagnostic tools
  • Tax planning and analysis features
  • Integration with QuickBooks and other Intuit products
  • Customizable to fit firm workflows

🎯 Key Differentiators

  • Extensive form library and calculation capabilities
  • Reputation for handling complex tax returns
  • Integration with the Intuit ecosystem

Unique Value: Lacerte Tax provides tax professionals with the power and confidence to handle even the most complex tax returns, including Form 990.

🎯 Use Cases (3)

Preparing complex tax returns for individuals, businesses, and nonprofits Firms that require a wide range of tax forms and schedules In-depth tax planning and advisory services

✅ Best For

  • A robust and reliable solution for handling complex tax situations
  • A go-to choice for experienced tax professionals

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Firms that prefer a cloud-based solution
  • Solo practitioners or small firms with simple tax needs

🏆 Alternatives

CCH Axcess Tax Drake Tax UltraTax CS

It offers a more extensive set of forms and features for complex returns compared to many other professional tax software products.

💻 Platforms

Desktop

✅ Offline Mode Available

🔌 Integrations

QuickBooks Intuit Practice Management

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (NA tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SOC 2 ✓ ISO 27001

💰 Pricing

Contact for pricing

Free tier: NA

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