What Features Does Lacerte Tax Software Offer?


Quick Answer

Lacerte tax software has many features to help tax professionals file returns, according to Intuit, the maker of Lacerte. Features include training videos, fast e-filing, tax analysis and planning tools, return summaries, and direct downloads from financial institutions.

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Full Answer

Training videos are available in the video library, states Intuit. The videos have instructions on key features of Lacerte, program setup, practice management and more.

One e-filing feature on Lacerte is integrated filing for individual and business forms, Intuit explains. Other features include being able to transmit returns fast, access real-time federal and state information and guarantee of successful e-filing of returns.

Tax analysis and planning tools allow tax preparers to provide services besides filing tax returns for clients, according to Intuit. Tax planning tools help design custom plans to reduce the amount of taxes clients pay. Tax analysis tools provide information on how new tax laws might affect clients, and they red flag items on tax returns that might lead to audits.

Return summaries show how returns look when they are printed, notes Intuit. Reports are provided showing single-page summaries of clients, lists of forms and schedules used in return preparation, and total billings. Direct downloading of 1099 and W-2 forms is available from financial institutions and payroll providers. Downloading saves time by not having to enter the information manually.

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