| General Information |
|
| Tax program name: |
Lacerte |
| Vendor name: |
Intuit, Inc. |
| Telephone (sales): |
800-765-7777 |
| E-mail (sales): |
APD_Sales@intuit.com |
| Website: |
http://lacerte.intuit.com |
| Number of users: |
N/A |
| Pricing |
|
| Price on Federal 1040 (new customers): |
Federal 1040: $2,799 for unlimited (federal one user); Federal + $589 (network four user) |
| Increase from last year? |
Yes |
| By how much? |
$100 |
| Renewal price: |
15% renewal discount |
| State price (new customers): |
$449 each |
| State renewal price: |
15% renewal discount |
| Pay-per-return pricing: |
1040 + 1 state: $39 per return.
One-time, annual license fee of $395, which includes service & delivery, will be charged to customers opting to prepare returns on a REP (pay-per-return) basis only. Customers with any unlimited Federal license can prepare alternate returns on a REP basis without paying the $395 license fee. |
| Additional cost for e-filed returns: |
$5 per 1040 return |
| Web/SaaS Version |
|
| Do you offer an online/SaaS version? |
No |
| Support |
|
| Toll free phone: |
800-933-9999 |
| Hours: |
Normal Hours: 6am–5pm PST
Extended hours for tax season. Intuit will determine TY2010 hours in the fall, which will begin in November 2010. |
| E-mail support? |
Yes |
| IM/Chat? |
Yes |
| Other? |
Lacerte provides free U.S.-based technical support via a wide-range of convenient options: toll-free phone with extended hours during peak season, an online knowledgebase, via Live Community, e-mail, in-product help, and online chat through Intuit Virtual Agent, which can guide practitioners to an answer or connect practitioners to a live agent. |
| Features/Functionality |
|
| Do you offer organizers? |
Yes |
| Client letters? |
Yes |
| Client portals? |
No |
| Does your software integrate with other products? |
Yes. Lacerte integrates with QuickBooks, Intuit’s Document Management System, Tax Planner, EasyACCT, and BNA Tax Planner, Forms Library, ProLine Tax Research, Tax Analyzer, Lacerte Trial Balance Utility, and Lacerte e-Organizer. |
| New features added to your software for this year: |
Large expansion for the number of business states practitioners will be able to file, including federal fiduciary returns. Planned additions include:
- Federal 1041
- NY 1041
- NYC 1065, 1120, 1120S
- OR 1120, 1120S
- GA 1065
- UT 1065, 1120, 1120S
- MT 1065, 1120, 1120S
- MN 1065, 1120, 1120S
- IL 1120
- CO 1065, 1120, 1120S
- PA 1065, 1120, 1120S
Changes for e-filing:
- Unlimited individual e-filing will be included as an option with a Lacerte 1040 Unlimited license.
- If a tax professional is preparing more than 200 individual Federal or State returns, he or she will save even more money by upgrading to Lacerte 1040 Unlimited with Unlimited e-file.
- Intuit will provide free training as well as help new preparers get an IRS-issued EF IN.
Intuit is adding several new features, based on client feedback.
-
1041 Client Organizer
-
Lacerte 2010 will include single member LLC in certain 1040 states, plus many more regional forms.
-
Extension Memo will practitioners easily keep track of extension payments.
-
ProForma access rights will be granted to help tax professionals who protect clients’ returns so no one overwrites returns that are already in progress.
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