2010 Tax Software Survey: Lacerte

August 1, 2010

Click here for detailed survey responses for Lacerte. (Opens in new window; click once to enlarge.)

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
    • Helps tax professionals easily gather documents and information from clients, saving time and reducing errors when preparing 1041 returns.
  • 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.
    • Ideal for multi-user firms.

 

 

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