[ Intuit ... Reviews ](https://www.g2.com/products/intuit-lacerte-tax/reviews) [ Intuit ... Reviews ](https://www.g2.com/products/intuit-lacerte-tax/reviews) # Intuit Lacerte Tax Features ##### ## Tax Planning (4) Strategies Recommends strategies to lower taxes such as tax credits or charitable contributions Exemptions Determines exemptions for sales tax or revenue tax for industries such as nonprofit Credits Determines tax credits and carryforward from prior years to lower the amount of tax owed Estimations Estimates how much tax will be owed at the local, state, or federal level Show More ##### ## Tax Filing (3) Calculations Calculates tax related data, such as income, COGS, depreciation, and other operating costs Rules & Regulations Provides the latest rules and tax rate information for different federal, state, county, and city entities Reporting Provides custom reporting of current and historical information to support tax reporting and filing Show More ##### ## Workflows (2) Integrations Integrates with other systems, such as accounting, ERP, CRM, and ecommerce platforms Importing Syncs with company accounts to automatically import transaction data Show More ##### ## Tax Forms - Professional Tax Software (2) Federal Tax Include various tax forms for individual, partnership and corporation at federal level State Tax Include various tax forms for individual, partnership and corporation at multi-state level Show More ##### ## Data management - Professional Tax Software (2) Data Import Able to import client data from multiple sources such as accounting software, spreadsheets or previous tax returns Data Export Able to export completed tax returns for clients or internal records Show More ##### ## Tax filing - Professional Tax Software (3) E-filing Allow electronic filing of various tax returns eSignatures Allow convenient e-signature collection from clients for any document Calculation Allow automated tax calculation as per tax laws and compliance Show More ##### ## Reporting - Professional Tax Software (1) Tax Planning Allow tax planning to minimize tax liabilities based on historical and forecasted data Show More ##### ## Integration and Support - Professional Tax Software (3) Payment Support banking functionality to get payment from refunds Client Portal Allow access to client using client portal Tax Advisor Provide tax advisor functionality to assist in tax planning Show More ## Top-Rated Alternatives [ ![CCH ProSystem fx Tax](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_4fba50daba6d27e57d9fed2ff2167f59/cch-prosystem-fx-tax.jpeg "CCH ProSystem fx Tax") CCH ProSystem fx Tax 4.1/5 (130) ](https://www.g2.com/products/cch-prosystem-fx-tax/reviews) [ ![UltraTax CS](https://images.g2crowd.com/uploads/product/hd_favicon/68e64bc28f7346de2530e888839274c2/ultratax-cs.svg "UltraTax CS") UltraTax CS 3.4/5 (61) ](https://www.g2.com/products/ultratax-cs/reviews) [ ![Drake Tax](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_6be5f37c0f569f82686f5aa4871d6722/drake-tax.png "Drake Tax") Drake Tax 4.6/5 (27) ](https://www.g2.com/products/drake-tax/reviews) [ View All Alternatives ](https://www.g2.com/products/intuit-lacerte-tax/competitors/alternatives) Intuit Lacerte Tax Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2e703f6efce8f7119277951922b05f0e/ultratax-cs.png "Product Avatar Image") UltraTax CS 3.4/5 (61) [ Compare Now ](https://www.g2.com/compare/intuit-lacerte-tax-vs-ultratax-cs) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_6be5f37c0f569f82686f5aa4871d6722/drake-tax.png "Product Avatar Image") Drake Tax 4.6/5 (27) [ Compare Now ](https://www.g2.com/compare/drake-tax-vs-intuit-lacerte-tax) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3ea59c2767f76faa87926f5a0ccef10b/intuit-proseries-tax.png "Product Avatar Image") Intuit ProSeries Tax 4.2/5 (86) [ Compare Now ](https://www.g2.com/compare/intuit-lacerte-tax-vs-intuit-proseries-tax) ##### Categories on G2 [ Corporate Tax ](https://www.g2.com/categories/corporate-tax)[ Professional Tax ](https://www.g2.com/categories/professional-tax) ##### Explore More [ Top software for asset utilization analytics ](https://www.g2.com/discussions/top-software-for-asset-utilization-analytics)[ What platform provides analytics on job description usage? ](https://www.g2.com/discussions/what-platform-provides-analytics-on-job-description-usage)[ What platform provides automated social report generation? ](https://www.g2.com/discussions/what-platform-provides-automated-social-report-generation) [ Best platforms for combining SEO, PPC, and social media marketing ](https://www.g2.com/discussions/what-are-the-best-platforms-that-combine-seo-ppc-and-social-media-marketing-into-a-unified-solution)[ Google Cloud Translation API reviews ](https://www.g2.com/products/google-cloud-translation-api/reviews)[ Which vendor offers real-time RBA analytics? ](https://www.g2.com/discussions/which-vendor-offers-real-time-rba-analytics) Show More [ Top software for asset utilization analytics ](https://www.g2.com/discussions/top-software-for-asset-utilization-analytics)[ What platform provides analytics on job description usage? ](https://www.g2.com/discussions/what-platform-provides-analytics-on-job-description-usage)[ What platform provides automated social report generation? ](https://www.g2.com/discussions/what-platform-provides-automated-social-report-generation) [ Best platforms for combining SEO, PPC, and social media marketing ](https://www.g2.com/discussions/what-are-the-best-platforms-that-combine-seo-ppc-and-social-media-marketing-into-a-unified-solution)[ Google Cloud Translation API reviews ](https://www.g2.com/products/google-cloud-translation-api/reviews)[ Which vendor offers real-time RBA analytics? ](https://www.g2.com/discussions/which-vendor-offers-real-time-rba-analytics)