---
title: Intuit Lacerte Tax Reviews
meta_title: 'Intuit Lacerte Tax Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 187 reviews by the users' company size, role or industry
  to find out how Intuit Lacerte Tax works for a business like yours.
aggregate_rating:
  rating_value: 4.3
  review_count: 187
  scale: '5'
date_modified: '2026-08-04'
parent_category:
  name: Tax Software
  url: https://www.g2.com/categories/tax-software
---

# Intuit Lacerte Tax Reviews
**Vendor:** Intuit  
**Category:** [Corporate Tax Software](https://www.g2.com/categories/corporate-tax)  
**Average Rating:** 4.3/5.0  
**Total Reviews:** 187
## About Intuit Lacerte Tax
Lacerte is a desktop or hosted professional tax software for large tax and accounting firms that need powerful tools designed for complex returns and multiple preparers. https://accountants.intuit.com/tax-software/lacerte/




## Intuit Lacerte Tax Reviews
  ### 1. My experience was Nice due to Simplicity they have provided

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Outsourcing/Offshoring | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 25, 2025

**What do you like best about Intuit Lacerte Tax?**

The Best thing about this is It replicate the Government Forms so Easily Input can be done.

**What do you dislike about Intuit Lacerte Tax?**

Sometimes Software gets slow when we have multiple state taxes in Return also sometimes I get bugs and need to wait for long time for Lacerate to process the data input

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

Lacerte has capabilities of processing complex tax returns with High Accuracy. It also gets updates regularly when Tax Rules Changes.

  ### 2. Good product

**Rating:** 2.0/5.0 stars

**Reviewed by:** Jon D. | CPA, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 17, 2025

**What do you like best about Intuit Lacerte Tax?**

The multi state credits and comprehensive included automatic tax forms are pretty much top notch.

**What do you dislike about Intuit Lacerte Tax?**

Updates, especially initial updates at the start of tax season are excruciating slow.  Prices goes up 5% every year no matter what and prices for extra items, trusts, extra states goes up far too much annually.  Intuit is pricing themselves out of the market

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

I can do my 2200 annual clients mostly before 4/15.

  ### 3. Amazing software for complex returns for business, personal, fiducuary and estates.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Wil Q. | Chief Financial Officer, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 23, 2025

**What do you like best about Intuit Lacerte Tax?**

The ability to filter specific categories which allows a birds eye view on Lacerte's home screen.  Since COVID and California FEMA declared disaster zones, the filtering allows users to tailor the client views specific to each Lacerte user.

**What do you dislike about Intuit Lacerte Tax?**

Version 2024 had a lot more issues than prior versions.  In particular you are unable to lock a client's return by pressing F4.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

Staying current with tax laws.

  ### 4. Lacerte - A tax program that works 60% of the time Everytime

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 03, 2025

**What do you like best about Intuit Lacerte Tax?**

Auto-update fixed a lot of problems with the 2023 version. Before the 2024 version, the only way to update the software for the firm was to run a web setup which is a crap shoot. That is hands down my favorite feature. Program is easy to input tax data. Lacerte is easy to install and setup for users. As an accouting firm we use it daily and it calculates taxes properly for the most part.

**What do you dislike about Intuit Lacerte Tax?**

Printing anything is a constant problem. Safe send integration requires files to be saved as PDF or they don't work but you can't save to PDF unlessa bunch of steps are taken to make it maybe work. Web setup does not work anymore. No matter what I do or try it gets stuck on "New York" entities every time. Master settings don't stick. Level one customer support is clueless most of the time. When it's escalated they never call you back.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

We are primarily an agri focused firm. For the most part it meets our needs

  ### 5. Lacerte is decent

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jeff C. | Tax Preparer Assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 22, 2025

**What do you like best about Intuit Lacerte Tax?**

I like how lacerte is easy to use as this is my first year using it and I've had no problem learning what I needed to use.

**What do you dislike about Intuit Lacerte Tax?**

The consistent updates that make opening Lacerte a struggle every day can get annoying

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

The interface is very simple and lays out everything you'll need in front of you rather than having a bunch of confusing dropdowns.

  ### 6. I trust Lacerte over any other tax preparation software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Teri V. | Owner/Accountant, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 03, 2025

**What do you like best about Intuit Lacerte Tax?**

The features such as the Jump To, ability to "Click" to create Married FiIing Separately returns and other features that many tax preparation software does not provide.

**What do you dislike about Intuit Lacerte Tax?**

The software's inability to handle some of the city tax returns without a lot of manipulation on the user's part. It would be easier to prepare manually. I know that is specific to the Ohio area mainly.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

Not sure how to answer this question

  ### 7. Tax program that works

**Rating:** 4.0/5.0 stars

**Reviewed by:** Otis C. | Owner, Accounting, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 17, 2025

**What do you like best about Intuit Lacerte Tax?**

The best thing about Lacerte Tax is that it offers comprehensive services for every state and jurisdiction, covering personal and business needs. The options are endless, and the diagnostics and reminders are essential for keeping track of anything you might have forgotten.

**What do you dislike about Intuit Lacerte Tax?**

I think the main downside of Lacerte Tax is its cost. While you do receive good value for your money, it still feels a bit pricey overall. There are several options available to help reduce your expenses, but ultimately, it is what it is.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

The main benefit that Lacerte provides is helping me calculate the basis for most companies.

  ### 8. VERY EASY TO UNDERSTAND

**Rating:** 5.0/5.0 stars

**Reviewed by:** IRENE M. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 18, 2025

**What do you like best about Intuit Lacerte Tax?**

I like that intuit is so easy to use and understand if you have any questions.  I have used this software 20+ years and will definitely recommended it.

**What do you dislike about Intuit Lacerte Tax?**

Something that I dislike about this software is that prices keep going up extremely.  But I keep using it because of my experience with it.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

It has help me resolve updates not automatically updated.

  ### 9. Reliable Helpful Lacerte

**Rating:** 5.0/5.0 stars

**Reviewed by:** Charlotte V. | Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 01, 2025

**What do you like best about Intuit Lacerte Tax?**

It applies tax knowledge to reveal any application that may have been overlooked. It guides you to prepare a correct return.

**What do you dislike about Intuit Lacerte Tax?**

The cost. Also I have had trouble with the e-sign where clients could not get it to open.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

It flows much easier than other programs. I have not been able to compare it with other programs in its category though. I have been using Lacerte since they started when I worked for another firm. The guidance it gives is very helpful especially when not familiar with the type of return working on.

  ### 10. Intuit Lacerte Tax is the Best Tax Program That I Have Used

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 22, 2025

**What do you like best about Intuit Lacerte Tax?**

It's very intuitive. The jump to input and diagnostic features are very helpful. 
Customer support is excellent. Everyone has always been very pleasant to speak with and tried very hard to fix any issues.
We use it every day in our tax practice.
Once you have it set up initially, adding the new version every year is easy.

**What do you dislike about Intuit Lacerte Tax?**

There are some software glitches, such as dealing with NOL carryforwards and not creating payment vouchers for NC fiduciary returns. 
It's not inexpensive.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

It's very helpful in assisting us in figuring out estimated tax payments for the next year.

  ### 11. The Cadillac of tax software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 22, 2025

**What do you like best about Intuit Lacerte Tax?**

I like the advanced functions available in the software, including: print to pdf, watermark features, customization for letters and instructions, import/export tools, ease of use for a desktop, availability of the help team, integration with value add-ons, and overall asthetic and input method.

**What do you dislike about Intuit Lacerte Tax?**

The state returns get difficult to manage in more complex tax returns and the consolidated corporation features can use some attention.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

They are solving issues that arise with new tax law implementations as fast as they can and they are addressing the usability funcitons to make sure the software is tip top shape.

  ### 12. Satisfied Loyal CUstomer

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kenneth Q. | Tax Prepearer/Tech Support COnsultant., Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about Intuit Lacerte Tax?**

I have been using Lacerte since 1999 and would never consider using another.  It is intuitive and accurate!  It's ease of use, implementation, and tech support are bar none!

**What do you dislike about Intuit Lacerte Tax?**

I wish all lines on the forms had a "jump to input"

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

The input screens make it easy to know and review if anything was missed.

  ### 13. Lacerte is easy to use

**Rating:** 4.0/5.0 stars

**Reviewed by:** Yishui T. | Tax Preparer, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 22, 2025

**What do you like best about Intuit Lacerte Tax?**

Lacerte handles complex tax scenarios really well. Diagnostic tools that catch errors before filing is very effeciency.

**What do you dislike about Intuit Lacerte Tax?**

System updates, especially around tax season, can be slow or require full restarts. Sometimes updates break things or change form layouts in annoying ways.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

It offers tools like the e-Organizer and client portal, as well as integrations with SmartVault and DocuSign.

  ### 14. Lots of features, but hard to learn how to use

**Rating:** 4.0/5.0 stars

**Reviewed by:** Katerina T. | Office Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 21, 2025

**What do you like best about Intuit Lacerte Tax?**

I  love all the features that Lacerte Tax has. The customer support is decent.

**What do you dislike about Intuit Lacerte Tax?**

I wish it was easier to know how to use those features. The tutorials are outdated and some of those features need to be updated.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

The program helps calculate tax savings when comparing MFJ vs MFS. Big time saver there.

  ### 15. First Software, and will be my last!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 22, 2025

**What do you like best about Intuit Lacerte Tax?**

We use Intuit Link for our clients and being able to connect the answers for each individual without having to look at an entirely different program is great.

**What do you dislike about Intuit Lacerte Tax?**

Fix the depreciation screen errors. Anytime you switch from a different screen to the depreciation screen, a "Send, Dont send" error pops up without fail. That would be the best fix possible.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

The diagnostic screen helps me "remember" things that would have been forgotten if it did not pop up. The diagnostics have saved me from making mistakes for multiple different occasions.

  ### 16. I really appreciate the excellent customer support I receive when I call in with an issue.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Bruce S. | Tax manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 16, 2025

**What do you like best about Intuit Lacerte Tax?**

The excellent customer support and the meaningful diagnostics.

**What do you dislike about Intuit Lacerte Tax?**

The downside is that sometimes when there is a return with multiple States returns (more than 3), it can be challenging.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

Lacerte keeps me up to date on the changes in the tax law in addition to all the reading I do on the laws myself.

  ### 17. Lacerte is very good with federal tax, support for state returns is still lacking.

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 17, 2025

**What do you like best about Intuit Lacerte Tax?**

Provides helpful diagnostics and analysis when preparing returns.   Seems to be very accurate with federal tax forms.

**What do you dislike about Intuit Lacerte Tax?**

When contacted in regards to new state forms, Lacerte seems to have outdated information.   Our firm had to manually prepare Kentucky form PTET-P this year due to Lacerte's refusal to include it in the software.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

It's not helping me solve problems so much as it provides me with a way to complete hundreds of tax returns during filing season.   It does provide analysis and information to assist in accurately preparing the returns.

  ### 18. Amazing Program Easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Justine J. | Tax Administrator, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 21, 2025

**What do you like best about Intuit Lacerte Tax?**

A simple program for any accountant to use.  The ease of implementation is just perfect.  I use this program every day.

**What do you dislike about Intuit Lacerte Tax?**

Nothing it is a great program.  The features are wonderful and customer support is always helpful.  The intergration is just superb

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

When I have issues they resolve them.

  ### 19. Lacerte Tax Program

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 22, 2025

**What do you like best about Intuit Lacerte Tax?**

The program handles many more forms than other programs per my discussions with other accountants using other software.  The customer support is able to answer my questions and resolves issues in one call in almost all cases.

**What do you dislike about Intuit Lacerte Tax?**

The amount updates is bothersome.  The timing of the updates late in tax season is troublesome.  The new automatic updates interrupt workflow and I must re-pin the program to my taskbar after every update.  Cost is very steep.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

I am a tax preparer that prepares taxes in my business.

  ### 20. Long time Lacerte user

**Rating:** 5.0/5.0 stars

**Reviewed by:** Morgan L. | Tax Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 16, 2025

**What do you like best about Intuit Lacerte Tax?**

The client list and ability to customize.  The built in features are outstanding.  The tax automation is great and has yet to disappoint.

**What do you dislike about Intuit Lacerte Tax?**

The Intuit link portal is still clunky.The limitation on the status initials. A note field would be nice on the client home page.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

Processes the complex tax calculations.

  ### 21. Easy to navigate

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amber H. | Senior Accountant, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 24, 2025

**What do you like best about Intuit Lacerte Tax?**

I love how easy it is to navigate and if you cannot find something there is always help. I use Lacerte daily for various things and love how easy it is.

**What do you dislike about Intuit Lacerte Tax?**

I don't like how it is constantly needing updates.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

Providing easier way to complete tax returns.

  ### 22. The Best of the Best

**Rating:** 5.0/5.0 stars

**Reviewed by:** A. C. | Partner, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 27, 2025

**What do you like best about Intuit Lacerte Tax?**

It has easy to enter and easy to review functions and a layout that is clear to understand.

**What do you dislike about Intuit Lacerte Tax?**

Sometimes there are fields with no "jump to input."

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

This software is the gold standard, while many other tax software programs are frustrating to use.

  ### 23. Lacerte works but I wish for better support

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 16, 2025

**What do you like best about Intuit Lacerte Tax?**

It is easy to train new staff how to enter tax returns because the input screens are fairly user-friendly for the most part.

**What do you dislike about Intuit Lacerte Tax?**

Their support is pitiful. They have people answering the phone who have much less experience than their users, and they are not able to allow us to talk directly to product experts who could actually help us like we used to be able to do.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

It helps me prepare tax returns for a diverse set of clients including multi-state filings.

  ### 24. Frustration

**Rating:** 2.5/5.0 stars

**Reviewed by:** Randall T. | CFO, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 17, 2025

**What do you like best about Intuit Lacerte Tax?**

Lacerte Tax user for 30+ years.  Modifications from year to year are minimal and helps with familiarity.

**What do you dislike about Intuit Lacerte Tax?**

Was not able to print the partner K-1 packages to PDF without logging out and then logging back in repeatedly.  Spent 2 hours on the phone with support and no resolution.  Support rep then proceeded to hang up on me.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

None

  ### 25. It was a breeze

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 19, 2025

**What do you like best about Intuit Lacerte Tax?**

The software is User friendly and intutitive

**What do you dislike about Intuit Lacerte Tax?**

There is not enough tutorials to solve issues and sometimes now well updated in sampling recent tax changes.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

It is giving on the dot advice to tax clients and showing them their current situation

  ### 26. Great Software all around

**Rating:** 5.0/5.0 stars

**Reviewed by:** Henry P. | Enrolled Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 21, 2025

**What do you like best about Intuit Lacerte Tax?**

Ease of use, fast calculations, comprehensive tax software.

**What do you dislike about Intuit Lacerte Tax?**

Crashes once in a while when going through the diagnostics really fast. Has had bugs sometimes corrupting files.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

Estimated tax payments, making sure clients get all credits and deductions available to them

  ### 27. Best tax program!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Michael C. | CPA, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 23, 2025

**What do you like best about Intuit Lacerte Tax?**

Super user friendly! Easy to implement, offers many useful tools.

**What do you dislike about Intuit Lacerte Tax?**

Can have issues with exporting K-1s, can run slow during tax season.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

Tax savings strategies, comparison to other tax payers, provides diagnostics for any issues with input.

  ### 28. Lacerte makes it easy to review your inputs and outputs on the tax return.

**Rating:** 4.5/5.0 stars

**Reviewed by:** John D. | Partner, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 17, 2025

**What do you like best about Intuit Lacerte Tax?**

Lacerte makes it easy to organize your inputs and check the figures entered into the tax form output.

**What do you dislike about Intuit Lacerte Tax?**

Going through the settings options is not as user friendly as it could be.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

Lacerte has the ability to do any type of tax returns and can trust the transfer of prior year returns to be correct.

  ### 29. Easy to use and powerful

**Rating:** 5.0/5.0 stars

**Reviewed by:** James G. | Staff Accountant, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 22, 2025

**What do you like best about Intuit Lacerte Tax?**

It is very easy to use while providing all of the useful tools needed to complete complex returns.

**What do you dislike about Intuit Lacerte Tax?**

I would like to be able to open different return modules at the same time in separate windows.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

Compliance

  ### 30. USER FRIENDLY

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rosalba C. | CPA, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 21, 2025

**What do you like best about Intuit Lacerte Tax?**

USER FRIENDLY AND GREAT CUSTOMER SERVICE AND SUPPORT

**What do you dislike about Intuit Lacerte Tax?**

MISSING CLIENT NOTES AND UNABLE TO IMPORT K-1 INFO FROM CERTAIN STATES

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

PROVIDING LINKS TO THE GOVERNMENT FORMS EFFICIENTLY GETS ME THE DETAILS I NEED TO COMPLETE THE FORMS

  ### 31. EASY TAX SOFTWARE

**Rating:** 4.5/5.0 stars

**Reviewed by:** Raquel M  H. | it oFFICER, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 18, 2025

**What do you like best about Intuit Lacerte Tax?**

EASY AND FRIENDLY USE, THE SOFTWARE GUIDE SO YOU DONT MAKE MISTAKES

**What do you dislike about Intuit Lacerte Tax?**

NO DASHBOARDS, THERE IS NO WAY TO TRACK EASY THE STATUS

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

IS THE MAIN TAX SOFTWARE OF MY FIRM WHERE WE FILE INDIVIDUALS TO ESTATE RETURNS

  ### 32. Lacerte Review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Victor E S. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 17, 2025

**What do you like best about Intuit Lacerte Tax?**

Been using for 28 years, easy to use, good calculations

**What do you dislike about Intuit Lacerte Tax?**

The cost is excessive, and services are declining. They are pushing too hard to switch to hosting, which costs more, so they reduce product reliability on the desktop version.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

provides great calculations

  ### 33. Lacerte is accurate and the best

**Rating:** 5.0/5.0 stars

**Reviewed by:** Bill K. | Owner CPA, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 17, 2025

**What do you like best about Intuit Lacerte Tax?**

Reliability   Accuracy   Completeness of Forms   Diagnostics to make sure we did not miss something

**What do you dislike about Intuit Lacerte Tax?**

Competition from Turbo Tax a product owned by Intuit
Customer Support needs to be improved = too long to access when calling
Access to my Lacerte account is a difficult

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

Diagnostics for missing tax items or items to consider for each taxpayer are fantastic.  Helps ensure I did not miss something or that I am providing the client the best service.

  ### 34. We have been using Lacerte for 20 years plus and love the system and ease of use.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ralph R. | Partner, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 22, 2025

**What do you like best about Intuit Lacerte Tax?**

The ease of use and training, and customer support.

**What do you dislike about Intuit Lacerte Tax?**

NOL carryovers have been an issue in the past carrying over.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

The program constantly provides us updated guidance as to tax changes and upcoming tax issues.

  ### 35. Can't Imagine Tax Season without Lacerte

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kelley L. H. | Tax Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 17, 2025

**What do you like best about Intuit Lacerte Tax?**

I like Lacerte because it is user friendly.

**What do you dislike about Intuit Lacerte Tax?**

Lacerte froze up quite a bit this year and had to be restarted. Then after reset the display had to also be reset.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

Lacerte helps with tax planning calculations.

  ### 36. Lacerte makes sense for tax preparation.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Nichole M. | Senior, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 22, 2025

**What do you like best about Intuit Lacerte Tax?**

Lacerte help guides are relevant and helpful for tax preparers.

**What do you dislike about Intuit Lacerte Tax?**

Frequent updates to the software. I don't think the software can help with this due to constant tax updates.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

Preparing and filing tax returns.

  ### 37. Great customer support, and ease of data entry

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 21, 2025

**What do you like best about Intuit Lacerte Tax?**

We've been using Lacerte for at least the last 5 years, and we've enjoyed the simplicity of entering the data into the software, and the ability to export reports from the system to analyze client work.

**What do you dislike about Intuit Lacerte Tax?**

The constant need to update, although I am sure other software have the same issues.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

Ability to handle a large volume of clients.  Multiple users can be in without feeling like the software is lagging.

  ### 38. I have been a customer of Lacerte since 1982 and would not consider any other software.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 19, 2025

**What do you like best about Intuit Lacerte Tax?**

Program is easy to use and very comprehensive. The tech support is the best, is in the US and easy to reach. I have had very few needs for tech support but when I do they are there for me. I really like the tax returns produced, no statements that are not needed. Some tax software produces pages of unnecessary information making it difficult to understand. I do approximately 300 individual returns each year. I really like the ability to see the return as I am entering information, dual screen ability.

**What do you dislike about Intuit Lacerte Tax?**

There is nothing I dislike. Maybe it could be less expensive.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

Makes my job easier and more efficient.

  ### 39. Lacerte Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Leta L. | Partner, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 17, 2025

**What do you like best about Intuit Lacerte Tax?**

ease of use, sophistication and options for add ons

**What do you dislike about Intuit Lacerte Tax?**

this year i did not like the blue checks for help, they got it the way and i did not use them

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

tracking basis

  ### 40. Lacerte Tax User for over 25 years

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lynn C. | CPA, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 23, 2025

**What do you like best about Intuit Lacerte Tax?**

Integration with Quickbooks & Direct Import options for brokerage statements.

**What do you dislike about Intuit Lacerte Tax?**

Inability to use Online Accounts with the fiduciary module.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

The ability to streamline tax return preparation with direct imports.

  ### 41. Powerful, Convenient, Comprehensive Software for Tax Preparation

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sharon W. | Legal Support Specialist, Enterprise (> 1000 emp.)

**Reviewed Date:** April 16, 2025

**What do you like best about Intuit Lacerte Tax?**

Quick calculations are essential. Intuit Lacerte Tax does it

**What do you dislike about Intuit Lacerte Tax?**

Updates often become an issue because of firewalls at my company

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

No more pdfs of returns, easy to e-file. Integrates well with Excel

  ### 42. Lacerte Tax Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Reynold L. | CPA, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 22, 2025

**What do you like best about Intuit Lacerte Tax?**

User friendly, number of features, and ease of implementation

**What do you dislike about Intuit Lacerte Tax?**

Sometimes e-filing cannor be done by another person. Some of custmer support seems to be inexperienced.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

Links with SmartVault.

  ### 43. Lacerte is great for a tax firm of any size.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 17, 2025

**What do you like best about Intuit Lacerte Tax?**

Lacerte serves the needs for our tax firm with filing individuals, businesses, and fiduciary returns.  Lacerte support is frequently responsive and available. We have more than 10 users using it with no issue at a time.

**What do you dislike about Intuit Lacerte Tax?**

There is no undo button in Lacerte, sometimes I will accidentally delete a number and I can' t undo it.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

Helping me file tax returns for all the clients we have.

  ### 44. I’ve had a great experience with Lacerte Tax—it’s reliable and efficient.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 22, 2025

**What do you like best about Intuit Lacerte Tax?**

I've been using Lacerte Tax for a while now, and overall, I'm very pleased with the program. It's robust, reliable, and has streamlined my workflow significantly during tax season. The interface is user-friendly, and the calculation accuracy gives me confidence in the returns I prepare.

**What do you dislike about Intuit Lacerte Tax?**

One feature I'd love to see added in future updates is the ability to open multiple tax returns within the same tax year simultaneously. This would be incredibly helpful for comparing files or working on multiple clients at once, especially in a busy practice.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

Handles complicated individual, business, trust, and estate returns with powerful calculation capabilities.

  ### 45. Best tax software you can find

**Rating:** 5.0/5.0 stars

**Reviewed by:** Katie L. | CPA, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 17, 2025

**What do you like best about Intuit Lacerte Tax?**

Ease of data entry and automated form population.

**What do you dislike about Intuit Lacerte Tax?**

certain entry screens could coordinate to tax form box entry better

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

data entry that auto populates to associated tax forms

  ### 46. lacerte is good

**Rating:** 4.5/5.0 stars

**Reviewed by:** Tyson W. | Partner, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 18, 2025

**What do you like best about Intuit Lacerte Tax?**

The accuracy of the program is really good.

**What do you dislike about Intuit Lacerte Tax?**

The cost continues to go up by % higher than CPI.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

really good and efficient in doing tax returns.

  ### 47. Lacerte is a complete professional Tax Software for

**Rating:** 4.5/5.0 stars

**Reviewed by:** Roger M. | cfo, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 02, 2025

**What do you like best about Intuit Lacerte Tax?**

Easy to enter input and carry over of prior year numbers. Great diagnostic tools for missing information. Can prepare Individual. corporate, estate, partnership and trust tax returns.

**What do you dislike about Intuit Lacerte Tax?**

Took a long time to set up for the first time since Lacerte set up two accounts.  Prior year tax return software prep file does not seem to be used in the past year software.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

Fast input and diagnostic tools to finalize the tax return

  ### 48. Best out there, but often falls short

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 17, 2025

**What do you like best about Intuit Lacerte Tax?**

I think they have the best fluidity in year to year preparation.
Support online from the community, and customer support.
Plenty of features (sometimes behind a paywall though).

**What do you dislike about Intuit Lacerte Tax?**

How long it took for 2024 forms to be released to their software. The amount of bugs that happen throughout the year.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

Definitely it helps collate all clients and keep track of them year to year.

  ### 49. Overall, better for smaller returns, however, would consider other options for larger returns.

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 30, 2025

**What do you like best about Intuit Lacerte Tax?**

Drilling down from the tax forms preview and diagnostics as well as being able to view the input side by side are the best features of Intuit Lacerte Tax.

**What do you dislike about Intuit Lacerte Tax?**

There is a partner data and asset import function that maps inputs in Lacerte from an Excel workbook, however, no available similar feature is available for pass-though K-1 data entry from external partnerships. This would be a huge deciding factor between using other competitors and Lacerte, as K-1 data entry for multiple K-1s consumes the most amount of time for larger returns.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

tax return preparation

  ### 50. 2024 tax season Lacerte

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 29, 2025

**What do you like best about Intuit Lacerte Tax?**

I appreciate the fullness of the program and all the capabilities.  I'm sure I don't even use all the modules or programs.  I also like the customer support for all the services.

**What do you dislike about Intuit Lacerte Tax?**

The biggest downside is the exorbitant cost of the packages and add-ons.  Additionally the Intuit company plays both sides of the fence by selling to professionals and also heavily marketing and selling to consumers.

**What problems is Intuit Lacerte Tax solving and how is that benefiting you?**

I buy a package that allows me to do any type of tax return and it is included, so I'm not limited to only one type of customer


## Intuit Lacerte Tax Discussions
  - [How much does Lacerte tax software cost?](https://www.g2.com/discussions/how-much-does-lacerte-tax-software-cost) - 1 comment

- [View Intuit Lacerte Tax pricing details and edition comparison](https://www.g2.com/products/intuit-lacerte-tax/reviews?page=2&section=pricing&secure%5Bexpires_at%5D=2026-08-05+09%3A04%3A37+-0500&secure%5Bsession_id%5D=660173b4-933d-4ae1-b370-ed3de48461e6&secure%5Btoken%5D=a7bd16420b471c916f950f0238989a327af8ce4d632393634d692fa16de82d3b&format=llm_user)
## Intuit Lacerte Tax Integrations
  - [Soraban](https://www.g2.com/products/soraban/reviews)

## Intuit Lacerte Tax Features
**Tax Planning**
- Strategies
- Exemptions
- Credits
- Estimations

**Tax Forms - Professional Tax Software**
- Federal Tax 
- State Tax

**Tax Filing**
- Calculations
- Rules & Regulations
- Reporting

**Data management - Professional Tax Software**
- Data Import
- Data Export

**Workflows**
- Integrations
- Importing

**Tax filing - Professional Tax Software**
- E-filing
- eSignatures
- Calculation

**Reporting - Professional Tax Software**
- Tax Planning

**Integration and Support - Professional Tax Software**
- Payment 
- Client Portal
- Tax Advisor

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