Lacerte® Tax

The fast path to client returns you can stake your reputation upon




   4.1 of 5

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Lacerte is perfect for tax firms with individual and business clients


Lacerte customers saved up to 52 minutes on every complex return1.

  • Lacerte provides integrated tools and automated calculations to speed through the toughest returns
  • Unique interface designed with time-savings and fewer clicks in mind – direct access to all forms and a flat worksheet-based design for fast, heads-down data entry
  • 27 built-in time saving features such as the Missing Client Data Utility, K-1 Transfer and E-signature tool – designed for reducing hassle and data processing time


Prepare virtually any return with confidence.

  • Lacerte includes over 5,700 of the most complicated forms for individuals and businesses
  • In-product alerts regarding tax law changes
  • Changes are auto re-calculated on corresponding forms 



Backed by strong diagnostics and support for 34+ years.

  • 18,000+ error diagnostics designed to help uncover mistakes, omissions and ensure max refunds with fewer rejected returns
  • Toll-free US-based phone customer service

Lacerte Overview Video


Lacerte Tax helps professionals complete far more returns in much less time. From assisting you in moving data seamlessly between your accounting and tax prep systems, to speeding you through preparation, Lacerte helps you finish faster.

Everything you need to succeed

Move seamlessly across your accounting and tax workflow and speed through preparation faster.


Secure: Store all the data for a client in a single web portal with bank-level security.


Convenient: Easily send requests and data back and forth between you & your client.


Comprehensive: Both tax preparer and client dashboards provide clarity on what documents have been submitted and what data is still missing.

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Bookmark PDF: Navigation tool that allows you to quickly locate and link to points of interest within a PDF document


Email PDF:  Email PDF’s safely and securely via encrypted link. Clients can access their returns anytime and from anywhere – guaranteeing they are viewing the latest version.


Reduces data-entry time through direct download of 1099 and W-2 information from financial institutions

Over 230 banks and payroll providers supported

Lacerte makes it easy.

Time-savings features, forms, tools and support help you complete more returns in less time.

Data Conversion

27 time-saving features lessen the hassles of data entry, collecting client data, and much more.  Learn more...

5700+ FORMS

5,700+ of the most complicated tax forms including multi-state, K-1s, consolidated corporations, and more.  Learn more...


Introduced 30 years ago and now supported by Intuit tax and accounting professionals.  Learn more...

Everybody loves Lacerte — see why


   4.1 of 5

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Important offers, pricing details, & disclaimers

1.  Based on an Intuit survey of Lacerte customers conducted in July 2014, in comparison to their previous method for preparing returns. On average, customers saved up to 52.6 minutes per complex return and up to 19.1 minutes on a simple return.