Streamline Tax Preparation
Get Productivity by Design built into every edition.
Lacerte® tax is designed to maximize your productivity because the design follows the natural flow of the tax return and streamlines your most critical work. The flexible tab navigation allows you to work the way you want to work enabling efficient data entry and a rapid review process.Work the way you like to work - only better - with Lacerte Tax.
We Focus on Productivity
- The data you want, exactly the way you want it.
- Fully manage client files with ease via an interface designed to maximize your productivity.
- Access forms, diagnostics, and print functions in any order you choose.
Natural Workflow Design
- Step-through workflow matches tax return flow to increase your productivity.
- Get one-click access to entire form set from one screen.
- Save time in review process using unique tab design.
- Learn quickly via navigation that automatically customizes based on data entered.
Return Review
- View all forms and documents exactly as they will print in their finished form.
- Access form instructions with a click; and enjoy clear visibility of supporting worksheets and statements.
- Automated, customized analyses, reports, letters, and e-mails.
Sophisticated Diagnostics & Extensive Error-Checking
- Built-in support to help you flag and prioritize missing or inconsistent data.
- Helps you catch more errors before you file with fewer disruptions and reduced e-file rejections.
- Save time with diagnostics tab built into workflow of return preparation and review.
- Boost your confidence, knowing returns are done right the first time.
Summary Reports
- Practice and Client Summary Reports that inform your business decisions.
- Generate a single-page summary of each client, including a list of forms and schedules produced.
- See quantities of each form prepared, average income of clients, total billings, and more.
Exceptional Multi-User Performance
- Superior 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 in every Lacerte Tax program.
- E-file in three easy steps with Lacerte's Transmission Wizard.
- Verify transmission status through your online Lacerte account.
Convert existing clients' data at no charge
- Follow simple preparation instructions available online.
- Get exactly what you expect - hundreds of key information items for each client are transferred for you.
- Run a wizard, and you're ready to work.
*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.
