Tax Software Survey: Lacerte

Click here for a PDF of detailed survey responses for Lacerte.

Tax program name Lacerte
Vendor name Intuit Inc.
Telephone 800-765-7777
E-mail address
Web site
Price on Federal 1040 $2,699.00

Is this an increase from last year? By how much?

Yes, $149 difference
Renewal price 15% renewal discount
State price $429 each
State renewal price 15% renewal discount
Pay-per-return pricing

1040 + 1 state is $36 per return.


One-time, annual license fee of $395, which includes service and 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 an REP basis without paying the $395 license fee.

Additional cost for E-filed returns

$4 per 1040 return

Online version? Cost? No

Yes, 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, e-mail, in-product help, and online chat.

Toll-free telephone 800-933-9999

Pacific Time:

Normal Hours – 6 a.m. – 5 p.m.

Tax Season Hours - 6 a.m. – 6 p.m. (M-F), 8 a.m. – 2 p.m. (Sat), 9:30 a.m. – 2 p.m. (Sun.)


Please note that the technical support hours are for tax year 2008 and we are in process of determining our tax year 2009 hours, which will begin in November 2009.

E-mail support? Yes
IM/chat? Yes
Other? Please specify

Live Community and Online Support Knowledgebase

Do you offer organizers? Yes
Client letters Yes
Client portals No
Does your software integrate with other products?
Which ones?

Yes, integrates with QuickBooks, Intuit’s Document Management System, Tax Planner, EasyACCT, and BNA Tax Planner, Forms Library, Tax Research, Tax Analyzer, Trial Balance Utility, Lacerte e-Organizer.

New features added to your software for this year

E-File - E-File enhancements, including additional business states (South Carolina business e-file 1120 and 1120S, New York business e-file 1065).

In-product Live Community - Allow customers to seek peer advice and get answers to their questions faster without leaving the product or disrupting their workflow.

Alerts - Effective communication within Lacerte that notifies customers in a timely manner of critical information that impacts their business.

Prior year amounts – Expansion of prior-year amounts to key data entry screen to increase productivity. Rental properties (Screen 18), business use of home (Screen 29), employee business and vehicle expenses (Screen 30). 

Increase limitation on number of preparers - Enhance the Lacerte product to better meet the needs of larger firms who need a high number of preparers in the tax program.

Bank Products - Expanded Republic Bank product functionality to allow the ability to complete the RAL Application in Lacerte.

Accept Credit Card as Payment – Use the new merchant services program powered by Intuit Merchant Services and allow your clients to pay for your services by credit card.

Expansion of K-1 Transfer to include four additional states (New York, New Jersey, Illinois, Pennsylvania) – Increase productivity related to entering state K-1 data generated from business returns (1065, 1120S, 1041) into 1040 returns for related partners/shareholders.

Where to find June’s flipbook issue

The Journal of Accountancy is now completely digital. 





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