[ 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 (5) 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 Ad hoc Reporting Generate one-off reports that meet information requirements Historical Reporting Information, data and reports that are being tracked over time K-1 Reporting Show More ##### ## Workflows (3) Integrations Integrates with other systems, such as accounting, ERP, CRM, and ecommerce platforms Importing Syncs with company accounts to automatically import transaction data Accounting Integration Integrate with a third-party accounting system 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 (3) 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 Data Import/Export Import and export data to and from software applications 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) Electronic Payments Electronically collect payments for goods or services Client Portal Allow access to client using client portal Tax Advisor Provide tax advisor functionality to assist in tax planning Show More ##### ## Additional Functionality (99) Refund Management Oversee the process of issuing refunds Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Document Management Store, manage, and track all electronic documents in a centralized location Client Management Manage contact details and communication with clients Document Storage Store and organize documents in a centralized system Digital Signature Electronic signing method that validates the authenticity and integrity of a digital document Billing & Invoicing Create, manage, and send invoices or bills to customers Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Tax Management Implementation of various strategies to manage tax obligations via planning and maintaining compliance Approval Process Control Manage the process of evaluating documents or requests submitted for approval Third-Party Integrations Set up connections to third-party platforms to improve business processes Time Tracking Measure and track time including hours worked and paid time off (PTO) Property Tax Management Calculation of consumption tax imposed on properties AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Access Controls/Permissions Define levels of authorization for access to specific files or systems Task Management Create, manage and track all task activities and progression Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Generative AI Use AI to generate content in the form of text, images, videos, etc. Reminders Timed notification for any upcoming task, deadline, appointment, or activity Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements For Tax Practices Designed for tax practices Workflow Management Create, design and manage workflows for repetitive tasks ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Due Date Tracking Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Status Tracking Track the status over time for a request, process, asset, or transaction Multi-Currency Manage and handle various international currencies Taxation & Assessment Determining value of properties/purchases to calculate tax Mobile Access Access software remotely via mobile devices Receipt Management Upload, track, and submit receipts in a central database Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Tax Compliance Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors API Application programming interface that allows for integration with other systems/databases Tax Forms Declaration of income made to tax authorities Tax Compliance Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors Generative AI Use AI to generate content in the form of text, images, videos, etc. SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Workflow Management Create, design and manage workflows for repetitive tasks Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Multiple User Accounts Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service Audit Trail A record of all activities within the system, including user access, changes made, etc. Tax Filing The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return Client Management Manage contact details and communication with clients Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Electronic Filing Transmit documents to regulatory authorities over the web Tax Planning Financial planning for tax purposes Corporate/Business Software specialized for corporate use Dashboard Creation Creation and customization of dashboards Multiple Data Sources Allows users to manage data from a number of sources Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Data Import/Export Import and export data to and from software applications Sales Tax Management Calculation of consumption tax imposed on the sale of goods/services Client Portal Private online space that lets businesses securely share documents and provide information access to clients Deadline Management Specify or track the date/time a project, task, etc., is due for completion Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Status Tracking Track the status over time for a request, process, asset, or transaction Exception Notification Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Customer Accounts Record customer information, purchase history, and other notes For Nonprofits Software specialized for non-profit organizations Data Storage Management Manage and store data in a database Document Management Store, manage, and track all electronic documents in a centralized location Electronic Submission Email Reminders Reminders sent via email Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Data Visualization Graphical representation of data Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Access Controls/Permissions Define levels of authorization for access to specific files or systems Payroll & Employer Forms Tax Forms Declaration of income made to tax authorities Reminders Timed notification for any upcoming task, deadline, appointment, or activity Activity Tracking Track and document all activities across devices, networks, and other systems Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Data Verification Process of checking different types of data for accuracy to avoid errors or inconsistencies Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements Mobile Access Access software remotely via mobile devices Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Multi-Currency Manage and handle various international currencies Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Value Added Tax (VAT) Goods and services tax Taxation & Assessment Determining value of properties/purchases to calculate tax Approval Process Control Manage the process of evaluating documents or requests submitted for approval Electronic Payments Electronically collect payments for goods or services Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Tax Management Implementation of various strategies to manage tax obligations via planning and maintaining compliance Task Management Create, manage and track all task activities and progression API Application programming interface that allows for integration with other systems/databases Customizable Branding Add customized logos and colors to align with company branding Property Tax Management Calculation of consumption tax imposed on properties Customizable Reports Alter the layout and content of reports Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Real-Time Data Receive data and information in real time Receipt Management Upload, track, and submit receipts in a central database Document Storage Store and organize documents in a centralized system 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(133) ](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) 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