# 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. Lacerte Makes Complex Returns Easy with Powerful Diagnostics **Rating:** 5.0/5.0 stars **Reviewed by:** Michael E. | Accountant & Technology Support, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2026 **What do you like best about Intuit Lacerte Tax?** Lacerte has the ability to handle complex returns well, large resource library, diagnostics and error-checking are extremely helpful. **What do you dislike about Intuit Lacerte Tax?** Lacerte is expensive and like most Intuit products, customer service is lacking. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Completion of complex tax returns and improving efficiencies of preparing tax returns. ### 2. Very User-Friendly and Easy to Follow **Rating:** 4.5/5.0 stars **Reviewed by:** SARAH P. | Enrolled Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about Intuit Lacerte Tax?** It is very user friendly and easy to follow **What do you dislike about Intuit Lacerte Tax?** Multiple updates throughout the season which causes unnecessary interruptions **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Easing the flow of work time with the different integrations they offer ### 3. Lacert Tax Review **Rating:** 4.5/5.0 stars **Reviewed by:** CA Isha J. | Tax Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Intuit Lacerte Tax?** What I appreciate most about the latest Lacerte (2024) features is the increased convenience and the time they save. One improvement I’ve noticed is the addition of background updates. Now, the software automatically checks for and downloads updates, and all I have to do is close Lacerte to apply them. This means I no longer have to search for patches manually. **What do you dislike about Intuit Lacerte Tax?** The support experience can be quite inconsistent. At times, I connect with someone who immediately understands the problem and resolves it quickly. However, there are also occasions when I end up spending a long time being passed from one agent to another, with no quick resolution in sight. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Lacerte offers features such as the 1040 Tax Planner and Analyzer, which enable tax professionals to estimate future tax liabilities across different scenarios. With these tools, professionals can engage in proactive tax planning and provide clients with strategic advice that may result in tax savings. ### 4. Efficient and Reliable Tax Software for Professionals **Rating:** 5.0/5.0 stars **Reviewed by:** vipul V. | Assistant Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Intuit Lacerte Tax?** Intuit Lacerte Tax features an intuitive interface that streamlines the process of preparing and filing taxes, ensuring both smoothness and accuracy. The software manages complex tax situations effortlessly, offers helpful diagnostics, and integrates seamlessly with QuickBooks. I particularly appreciate the comprehensive forms library and the quic **What do you dislike about Intuit Lacerte Tax?** The software can be a bit expensive compared to competitors, and updates sometimes slow down the system. The learning curve for new users is slightly steep, especially when exploring advanced features. Additionally, customer support response times could be improved during peak periods. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Intuit Lacerte Tax helps simplify complex corporate tax calculations and ensures compliance with changing tax laws. It reduces manual errors, speeds up return preparation, and automates data entry. This has saved a significant amount of time during tax season and improved overall accuracy in filing and reporting. ### 5. Powerful Tax Software, but Pricing Feels Out of Reach for Small Firms **Rating:** 5.0/5.0 stars **Reviewed by:** Dhananjay L. | Officer Team member , Mid-Market (51-1000 emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Intuit Lacerte Tax?** Lacerte Tax offers a robust and user-friendly experience, delivering precise calculations, thorough diagnostics, and extensive form coverage. It is particularly well-suited for handling complex tax returns and serves the needs of professional firms effectively. **What do you dislike about Intuit Lacerte Tax?** Lacerte Tax tends to be quite expensive, especially with its frequent price increases. The customer support can be slow to respond, which adds to the frustration. I have also encountered occasional glitches during updates, and the limited customization options sometimes make the experience less satisfying. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Lacerte Tax makes handling complicated tax preparation much easier by automating calculations, which helps ensure accuracy and keeps everything in line with the latest tax laws. This not only saves time but also reduces the chance of errors and increases overall productivity. ### 6. Lacerte, We have left a few times but Always come back **Rating:** 4.0/5.0 stars **Reviewed by:** Alessandro C. | Accountant,Quickbooks Pro Advisor, Bookkeeping Department Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2025 **What do you like best about Intuit Lacerte Tax?** What stands out most about Lacerte is its reliability and depth when it comes to handling complex tax returns. As a firm, we’ve left Lacerte in the past to try other solutions—but we’ve always come back. Nothing else matches the combination of power, speed, and flexibility, especially during tax season. The interface is intuitive for experienced preparers, diagnostics are thorough, and the integration with SmartVault and other tools streamlines our workflow. It's clear Lacerte is designed for professionals who demand precision and efficiency. **What do you dislike about Intuit Lacerte Tax?** While Lacerte’s software is powerful, the biggest downside is the support—both technical and account-related. Response times are inconsistent, and escalation processes seem disjointed. We've had multiple cases where issues took months to resolve, which is unacceptable in a fast-paced environment like tax season. Whether it's a software bug or billing inquiry, the follow-through just isn’t there. For a product at this price point, we expect a much higher level of customer service and accountability. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Lacerte allows our firm to handle a high volume of complex individual, corporate, partnership, and trust returns efficiently and accurately. It significantly reduces the time spent on data entry, review, and diagnostics thanks to its deep forms library and robust calculations. The e-file system is reliable, and features like batch processing, client letter templates, and diagnostic tools help streamline workflows. Overall, Lacerte helps us maintain compliance, increase productivity, and focus more time on advisory services rather than administrative tasks. ### 7. Decent **Rating:** 3.5/5.0 stars **Reviewed by:** Ashish S. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2025 **What do you like best about Intuit Lacerte Tax?** It's a robust tool, particularly adept at handling complex tax scenarios. The "jump to" feature is a standout, allowing for efficient navigation between forms and input fields, which streamlines the review process. The audit diagnostics, with their intuitive green and red checkmarks, provide clear indicators for potential issues, enhancing accuracy and confidence in the returns prepared. Additionally, the software's consistency across modules and its user-friendly interface make it accessible, even for those newer to tax preparation.​ **What do you dislike about Intuit Lacerte Tax?** While I appreciate Lacerte’s capabilities, there are definitely some drawbacks. The biggest frustration for me is the frequent updates during busy season—they sometimes cause unexpected glitches or slowdowns. The software can also feel clunky at times, especially when switching between modules or printing large returns. I’ve found customer support to be hit or miss; wait times can be long, and answers aren’t always helpful. The pricing structure is steep, especially for smaller firms, and some add-ons feel like they should be included. Overall, it’s powerful software, but not without its quirks and pain points that can slow me down. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Streamlining input of complex individual and business returns. Handles multistate okay (adding states defaulting all entries to that state rather than the residence state does require a lot of review and backtracking to correct these issues). Built in diagnostics are good and often informative. Integration between business and personal returns allowing for reduction in input is great. ### 8. Excellent Program! **Rating:** 5.0/5.0 stars **Reviewed by:** steve p. | Tax Accoutant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2025 **What do you like best about Intuit Lacerte Tax?** There is an extensive amount of work performed for this program to run and it shows! The forms fill out correctly, the support line is very helpful, there are a lot of tools and customizable options to help you increase speed and accuracy. The menus are easily navigated, there is a lot of statistical information that can help you and your firm, and the software is integrated with a lot of other softwares such as SmartVault and Doc-U sign which is a huge plus. One of my favorite functions is the "search" bar which is Lacertes own search engine that helps you not only find the rules and regs for tax law, but also how to input it into their software so it populates correctly. All in all, an amazing software. **What do you dislike about Intuit Lacerte Tax?** There is very very few times multi-state returns get messed up codings with depreciation when proforma'd over between tax years. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Ease and navigation of forms, tax law, and data entry to speed our processes with increased accuracy ### 9. Easy and flexible software with smart capabilities **Rating:** 4.5/5.0 stars **Reviewed by:** Chaeli H. | Staff Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2025 **What do you like best about Intuit Lacerte Tax?** I switched from a very well known software used by many firms, which had some complexity to it and overrides did not always mean what it said. Lacerte has been so wonderful to use, I found it was easy to integrate clients and the online customer support community helped me easily fix diagnostic errors quicker than placing a call. The amount of features are also on par with the other software available, from trial balance import, to smart re-flow for better results, the K-1 import feature, and the tax analysis for savings is the best. **What do you dislike about Intuit Lacerte Tax?** For tax preparation service, I find its just amazing. My only downside is the tracking client feature, I am able to input when data is received to easy know what stage my clients are at, however my status reports are not sortable by date, but I do hope to see that fixed for the future. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Intuit Lacerte tax is helping me to solve the slow down and backlog with manual client tracking, helping me to import tax information easily and seamlessly, catching items that would benefit a tax payer quickly, and finding and supporting me as a preparer through information entered, and its accuracy. ### 10. Intuit Lacerte Tax during the 2024 Tax Year **Rating:** 5.0/5.0 stars **Reviewed by:** Juliana F. | Administrative and Tax preparer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2025 **What do you like best about Intuit Lacerte Tax?** My favorite part of Intuit Lacerte tax is the opportunity to customize display columns between each client type. For example, because we have multiple tax preparers in this office, it makes it very simple to organize our displays to have the staff preparer next to the client's name. Along with that we use a few other status codes that help us keep track of where we are at with each client with date stamps automatically cueing in. Another thing I truly enjoy is the filter option. With many staff preparers comes mutiple tax returns. **What do you dislike about Intuit Lacerte Tax?** Something I struggle with at times is the fact that there is no automatic software updates. When we were in peak tax seasons, there would be times where I would have all of my necessary windows open, just to be told I need to update my Lacerte software and reboot my computer. If you do not update, you cannot use the program...I wish there was a way that these updates were automatic so that the user can hop right on ready to work. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Saves time by using proforma of last year data into this year tax files. I believe this program is very organized, and very efficient. It has many features in one application, making it a multi use app in our office. ### 11. Been Using Lacerte for over 20 years **Rating:** 5.0/5.0 stars **Reviewed by:** Carla S. | Employee, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2025 **What do you like best about Intuit Lacerte Tax?** Lacerte Tax is great for tax professionals who want to get tax returns completed in a fast and efficient manner. You should have some idea of how to prepare tax returns and the tax law, since Lacerte does not guide you through a zillion questions like TurboTax does. Lacerte Tax assumes that the user has some idea what they're doing. This year there was a change made to program updates that were far less intrusive and frustrating so no time was lost spent on waiting for the program to update. Also, a change was made so that once you logged into one year of Lacerte there were 2 other years of programs that did not require you to log in as well. In addition, not limiting the program to time out after 30 minutes of non-use is also a huge plus. **What do you dislike about Intuit Lacerte Tax?** Support is hit or miss. Sometimes you connect with someone who knows EXACTLY how to solve the problem and sometimes you don't. When you don't find that person who knows, you end up spending a lot of time on the phone trying out things that don't work. It's very frustrating! Also, I called within the past week because of a program bug and I spent over 1 hour on the phone, on hold, while the tech tried to reach someone who knew programming. That's uncalled for! I had to hang up so my issue was never solved and we had an incorrect tax return to deal with. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Making it easy to keep on top of when returns are due and who's filed and who hasn't. The implementation of SafeSend was also a fantastic and useful feature for us this year especially since the turnaround to received signed authorizations took way less time than it used to. ### 12. Working Efficiently and Smarter. **Rating:** 4.5/5.0 stars **Reviewed by:** Annie M. | Tax Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2025 **What do you like best about Intuit Lacerte Tax?** Over time, Intuit Lacerte Tax has added features that have made it more efficient to use. One of my favorite features is the scan and import function—it saves time and is very user-friendly. **What do you dislike about Intuit Lacerte Tax?** The disposition import feature hasn't added much value for me personally, as I find it a bit time-consuming to set up. While I understand it may be helpful in other contexts, it hasn’t significantly contributed to efficiency on my end. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** For me, Intuit Tax solves the problem of manually entering large volumes of client information and calculations, which reduces the risk of human error and saves a significant amount of time. Features like the scan and import tool, built-in diagnostics, and e-file tracking help me work more efficiently and confidently, especially during busy season. Ultimately, it allows me to focus more on reviewing returns and providing value to clients, rather than spending time on repetitive tasks. ### 13. Great Tax Program **Rating:** 5.0/5.0 stars **Reviewed by:** Maria M. | Senior Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2025 **What do you like best about Intuit Lacerte Tax?** Lacerte Tax is the best tax software I have used. I have been using it for the past 10 years and it is so user-friendly. Automatic updates are such a plus, form viewing is convenient, plus more. There is consistency between each tax modules which allows the preparers to prepare returns with ease. **What do you dislike about Intuit Lacerte Tax?** There are some features that can be a bit tedious. Support can be slow at times. They are not very open to incorporating suggestions from prepares, but raise the price every year. However, it is still worth the money. One suggestion would be a way to track invoices and build a report based on that. Also, this year when filing 2024 taxes, we noticed that the prior year amount (2023) was not proforma over, which was annoying. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** We are able to prepare a high volume of tax returns for both businesses and individuals. ### 14. I have used consistently for the past 3 years. It provides reliable, comprehensive tax preparation. **Rating:** 3.5/5.0 stars **Reviewed by:** Krishna P. | Tax and Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2025 **What do you like best about Intuit Lacerte Tax?** The advanced diagnostics feature helps identify errors before filing, which can save a lot of headaches down the line. Additionally, it integrates seamlessly with QuickBooks, SmartVault, and Intuit Practice Management, making the workflow much smoother. **What do you dislike about Intuit Lacerte Tax?** Custome support is inconsistent and slow and moreover it is costly software for small firms. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Managing complex tax returns is made more accurate and efficient with this software. It is capable of handling multiple entity returns and supports a wide range of tax forms. The advanced diagnostics help reduce errors, making the process smoother. Overall, it streamlines tax filing for accounting firms. ### 15. Very intuitive, easy to use, tax preparation software. **Rating:** 5.0/5.0 stars **Reviewed by:** Dan A. | Staff Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2025 **What do you like best about Intuit Lacerte Tax?** Lacerte offers, in my opinion, the most user friendly experience for tax preparation. Whether you are experienced and know how each and every form should be prepared. Or a beginner and still learning the forms and prep. Lacerte offers an easy to use program with very helpful forums to navigate the program, to make sure you client gets the very best work. **What do you dislike about Intuit Lacerte Tax?** The one downside i would like Lacerte to address in the future is an ability for Lacerte to implement a data input program for lower level employee's or even interns. If Lacerte would be able to add a function to their current software that would be purely be inputting W2's, 1099's, etc. that would translate directly into the program. It would help speed up tax prep for higher level tax preparers. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** All forms of tax preparation. 1065 1040 1120-S 1041 1120-C ### 16. Highly Recommend — A Robust, Reliable Tax Software for Professionals **Rating:** 5.0/5.0 stars **Reviewed by:** Kitty L. | Senior Tax and Accounting Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2025 **What do you like best about Intuit Lacerte Tax?** I’ve been using Lacerte Tax for over 10 tax seasons now, and it continues to be one of the most powerful and reliable tax preparation solutions available for accounting professionals. The software is incredibly comprehensive, covering even the most complex individual and business tax scenarios with ease. Extensive form coverage: Lacerte handles a wide variety of federal, state, and local tax forms, making it perfect for firms with diverse clientele. User-friendly interface: Despite its depth, the interface is intuitive, and navigation between forms and clients is seamless. Time-saving features: Integrated diagnostics, e-file management, and powerful reporting tools significantly reduce review time and improve accuracy. Excellent support: The customer support team is responsive and knowledgeable, and the online resources and community forums are very helpful. **What do you dislike about Intuit Lacerte Tax?** Price is higher than other tax software. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Time-saving. And I also like the analysis and Diagnostics features. ### 17. Sophisticated and Reliable **Rating:** 5.0/5.0 stars **Reviewed by:** Diana W. | Owner/Tax Preparer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Intuit Lacerte Tax?** Lacerte's customer service is great. I'm always able to speak to a customer service rep who takes the time to see that any issues that come are resolved. I've been using Lacerte software since 1989 when I first started preparing tax returns. The program was easy to learn and handles complicated tax issues. Set-up is easy; there are no complicated steps to go through and usually only takes me a few minutes to download the new program each year. Prior years' tax programs are available online and easy to download if I need them. **What do you dislike about Intuit Lacerte Tax?** The software is pricey compared to other tax software. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** My main concern as a professional tax preparer is that the product I turn out is complete and accurate. I feel confident that the Lacerte tax program is meeting my needs. ### 18. Lacerte could be a better product **Rating:** 3.5/5.0 stars **Reviewed by:** Joseph G. | Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2025 **What do you like best about Intuit Lacerte Tax?** The Diagnostics are good. Custom white board is good as well. The ability to quickly see the status of each return is helpful. **What do you dislike about Intuit Lacerte Tax?** Lack of ability to jump to all inputs. In ability to have 2 clients open at the same time. I wish the program from one year to the next had a different color inside the program to easily tell one year from the next when multiple tax programs are open at the same time. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** It is hard to say that is is "solving" a problem. The software is designed as a tax program and is not significantly different from other tax program so I cannot say that it is solving any specific problems as other programs would do the same thing. ### 19. Lacerte tax software review **Rating:** 5.0/5.0 stars **Reviewed by:** SMIT G. | Knowladge Integrator, Outsourcing/Offshoring, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2025 **What do you like best about Intuit Lacerte Tax?** Lacerte is built to manage complicated tax returns (multi-state, corporate, trusts, flow-through entities, etc.). Its diagnostic tools, built-in checks, and wide form support make it reliable when you’re dealing with intricate scenarios. **What do you dislike about Intuit Lacerte Tax?** I find Lacerte to be costly, particularly for smaller firms or solo practitioners. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Intuit Lacerte Tax streamlines complex tax preparation by automating calculations, managing client data, and ensuring compliance with both federal and state regulations. It has saved me time and improved my efficiency during tax season. ### 20. Lacerte software has been trusted by our firm for more than 2 decades **Rating:** 5.0/5.0 stars **Reviewed by:** Kim S. | Partner/Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2025 **What do you like best about Intuit Lacerte Tax?** The quality of the software itself and the confidence it provides allows me to focus on the best tax saving strategies for my clients instead of needing to research every nuance. **What do you dislike about Intuit Lacerte Tax?** Some of the new features actually cost time because they do not work correctly. After a tax season or two, the issues are usually fixed, but it can be frustrating to deal with their lack of forethought on how some items will impact the tax return. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Lacerte Tax has excellently integrated state software into the federal returns making it seamless to prepare complex, multi-state returns. The software is up to date with the latest federal and state changes and is trustworthy to rely upon to correctly prepare all of the schedules and attachments. ### 21. Great Software for Advance Tax Preparers and Complex Returns **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2025 **What do you like best about Intuit Lacerte Tax?** Lacerte is the only software that has everything I need for filing an individual return. There are no offline forms needed. If your client has a form 8833 treaty position, form 5471 foreign corporation, or form 8857 innocent spouse relief etc. This program includes everything. There is no double entry for the FBAR and form 8938 so you don't need to input on two different forms. The information from one will show up on the other form. In other software you have to input accounts twice. **What do you dislike about Intuit Lacerte Tax?** I do not like the fact that it saves returns in multiple files. It's hard to save the file as a Lacerte file is made up of many files in a folder. So, moving it around is difficult and if you want to save it on a box of shared platform its difficult **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Double entry on forms and having all forms in one program. ### 22. Lacerte - maybe a little expensive but hard to quite **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Intuit Lacerte Tax?** Very easy to use year after year and to get the tax returns correct. Multi state tax is pretty easy to get right. I've used (and still use) other tax preparation programs and Lacerte is probably a good combination of speed and accuracy. If you don't do a lot of returns (at least 100), I think it is a very pricey. I like that 1099-DIV checkbox for foreign taxes withheld that was added this year. **What do you dislike about Intuit Lacerte Tax?** There efile engine is pretty slow, even going to Lacerte. They say that it could take up to a day. My other experience is that only some states take that long (Illinois, Colorado, in my experience). Fed taxes usually (even on the 15th) don't take more than a couple hours and almost instantaneously for a 1040 off peak. Price again is a factor. Full licenses of other software are under $2,000. I just got a REP bill for $895 for like 8 clients from Lacerte, which is on top of the no returns included REP license. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Lacerte is a tax program that does individual, corporation, partnership, estate, and fiduciary tax returns. ### 23. From Mediocre to Amazing **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Intuit Lacerte Tax?** I have been using Intuit Lacerte Tax for the past 7 years and for the past few years we have used their hosting services to have a more streamlined, reliable approach to 5227s every year. In the past, we struggled to work from home because of the connection to our network, but since we switched to hosting, things have been working seamlessly. I would recommend switching to hosting if you are like the rest of the world and work from home. I would also recommend it if you work alongside multiple people who would like to access Lacerte at the same time as you. I also ran into a problem logging in this year and was able to talk to a real person in real time and my problem was solved in minutes. **What do you dislike about Intuit Lacerte Tax?** I have run into a few glitches that I can not seem to get fixed but they are very minor. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** It is helping us file taxes for our Trusts and Organizations. ### 24. Lacerte said submit a review and get $25. I did. Now they say they won't give it. Not cool. **Rating:** 4.5/5.0 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?** It's helpful that the layout has essentially remained the same for years and years. Each year's program is as familiar as the last so you can hit the ground running without having to relearn a new layout each year. The screens are organized well and you can always jump between screens and forms quickly by clicking the corresponding tabs. A lot of input screens have streamlined entry layouts for quick W2 and 1099 inputs. It also displays prior year information alongside the current input fields for ease in seeing what was input the previous year. **What do you dislike about Intuit Lacerte Tax?** I wish there were a little more options for form defaults to avoid having to clear diagnostics on every client. For example, every client in California requires an entry for if they owed use tax or not, they all need an entry for health insurance coverage, as well as if they want more info on health insurance programs. With probably 99% of clients not owing use tax, having health insurance, and not wanting info on Covered California, I wish we could have this defaulted instead of having to clear these diagnostics for every client. It takes maybe 10-15 seconds to clear these diagnostics for each client, but for an office that might do 1,500 individual returns, that means 4-6 hours will have been spent clearing these diagnostics alone. At least make it like the diagnostic for cryptocurrencies and foreign bank accounts: they default to "no" and just have an informational diagnostic instead of a critical diagnostic. Intuit Pay integration is lacking. You can send a return electronically with "1-click" as they call it, which in itself is quite easy and nice in some cases, but if you send an invoice along with it, there is no way to lock a return to paying, and there is no way to void a payment request so the screen will always show an outstanding invoice. I tried to get it cleared with support but they said there was no way. There is a disconnect between Intuit Support and Quickbooks support so they can't really help much with these integrations. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** It helps automate the preparation of tax returns to complete them quickly and efficiently. ### 25. User Friendly and Easy to Navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Yael A. | Senior Tax Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2025 **What do you like best about Intuit Lacerte Tax?** The most helpful thing I find that Lacerte has is the easy format of the contents. The categories are split out into income, deductions, credits etc.. which is very helpful if you need to enter something you haven't entered before. This makes it easy to find the entry places you need, saving a great deal of time you could be using for something else. The diagnostics are also very thorough and provide tax saving suggestions and alerts to help the review of the return. Another great aspect with Lacerte is the customer service. They are always available and happy to help. **What do you dislike about Intuit Lacerte Tax?** The least helpful area that I find Lacerte has is regarding the state screens. Each state has a different screen for the modifications and credits. So if you are working on a new state, it may be a little more difficult to find what you need. Although do I find that most answers can be found on the Intuit Lacerte website, which combats this difficulty. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Lacerte is constantly working to improve the program. From increasing the overall security to resolving software issues, Lacerte is there to help and to support. This benefits me because the program is constantly being updated to help me as the preparer have greater ease of preparing returns. ### 26. Easy-to-use Software **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?** Intuit Lacerte offers many amazing tax preparation features, especially for professionals handling complex returns. Some of the features I like include: 1. Automatically calculates deductions and credits. 2. Features like batch processing and extensive e-file capabilities help streamline workflows. 3. Detailed Diagnostics which provides alerts to potential issues or missing information to ensure accuracy. **What do you dislike about Intuit Lacerte Tax?** Intuit Lacerte can be very slow sometimes, especially during busy season. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Intuit Lacerte Tax helped us manage complex tax returns efficiently. Lacerte supports a wide range of tax forms, including individual, business, fiduciary, and nonprofit returns which makes it ideal for me to work with diverse client needs. Lacerte also has features like auto-fill, batch processing, and e-file integration which help reduce manual work and improve accuracy, saving me valuable time. I also like the built-in validation tools which flag potential issues, ensuring tax returns comply with IRS regulations and minimizing the risk of audits. For me, these benefits translate into faster, more accurate tax filings, reduced compliance risks, and improved efficiency in managing clients. ### 27. Is Intuit Lacerte losing steam? **Rating:** 3.5/5.0 stars **Reviewed by:** Jacqueline M. | Senior Tax Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2025 **What do you like best about Intuit Lacerte Tax?** Intuit Lacerte is overall a great tax software. I've been using the program since joining my current firm 11 years ago and typically, no complaints. Customer service is exceptional in regards to low wait times and jovial, ready to help representatives. I'd say that the software and its features definitely outperforms it's competitors. **What do you dislike about Intuit Lacerte Tax?** Although customer service is typically very responsive, every time we call it seems like the representative is stumped and troubleshooting along with us which typically does not leave us confident in the service they are providing. Additionally, I'd like to see Lacerte continue to evolve with the priority being ease of use for both the client and preparer experience. As more firms are moving towards digitizing their firm and providing "paperless" options for clients, it would be great to see Lacerte's "processing" capabilities evolve with the times. Furthermore, providing access for both taxpayer and spouse to features such as their tax organizer, Intuit Link. Also, the program gets very slow and glitchy with A LOT of frozen screen time and "send/don't send" errors. I had a tax return that was 3,500 pages and it took me all day saving the PDFs/K-1s to file and emailing to client. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Tax software ### 28. Smart and Organized, but can be Confusing **Rating:** 3.5/5.0 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 Tax is a very straight forward tax system that makes things convenient for you for simpler tax clients. It makes things fast and efficient when dealing with the everyday tax documents like W-2s & 1099s. **What do you dislike about Intuit Lacerte Tax?** The downside I feel with Lacerte is that for more complex clients the software can be difficult to work with to get it to do what you want it to do. Knowing certain things are deductible and just finding the right box to put it in can be difficult. Can be semi-confusing to navigate when a client wants to claim some credit you haven't heard about in a long time and you need to find it. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Lacerte Tax helps me take care of basic tax clients that have a lot of questions with ease. I like the way their summary is displayed to quickly show clients changes over last year and the letter incorporates a lot of information for clients to quickly reference. ### 29. Overall satisfied. Software need some improvements. **Rating:** 4.0/5.0 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?** Ease of use. Speed when installed on computer (not hosted). Great workflow, visibility, intuitiveness. Generally reliable. Autosaves work which is wonderful. Relatively easy to teach to new employees. Great customer support. **What do you dislike about Intuit Lacerte Tax?** As a firm that serves many foreign persons and persons having foreign related tax issues, the software falls short in the following areas: - For 5471 required multiple inputs which are duplicates. - Not user friendly for certain elections - such as the election to be taxed as corporation for GILTI purposes. - Missing form 3520. - Missing form 8865. - Missing form 8843. - FBAR accounts must be entered one by one on form 8938. Current connection of 8938 to FBAR has low visibility and is not user friendly. - Dual Status returns are required as separate 2 client preparation. Some suggested Improvements not foreign related: - As a preparer in Massachusetts - no option to electronically submit state estimated payments. - Hosted software becomes laggy and slow (tried twice int he past). - No option to automatically email clients when their returns or other submissions have been accepted. Must be done manually unlike some other tax programs. - Scheduling portion of the software not really usable, and doesn't integrate with outlook. - No auto-backup option. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** See my notes about what we like about the program. ### 30. Lacerte is a solid tax preparation solution **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff M. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2025 **What do you like best about Intuit Lacerte Tax?** Lacerte does a good job of staying up to date on tax changes and providing the necessary tools and forms to prepare annual tax returns. Customer service is great, they are very responsive and can generally address concerns in 15 mins or less. **What do you dislike about Intuit Lacerte Tax?** Lacerte could do a better job managing the number of updates required and providing some specific transaction support (either supplemental calculators or additional tabs) to calculate certain transactions (ie, NOL absorption, Form 8829 property tax indirect/direct deduction) **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** We use Lacerte to prepare Business and Individual returns annually. The program helps to track fixed assets and depreciation, carryover credits and comply with current year tax regulations. ### 31. technically proficient but lacking in real world updates and common sense **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2025 **What do you like best about Intuit Lacerte Tax?** proficiency with tax law and diagnostics to help alert and guide the preparer **What do you dislike about Intuit Lacerte Tax?** crashes, bugs, gremlins constantly causing issues from a software application user standpoint. too many times, a file needs to be closed and reopened, or settings change requiring new prep files or updates do not work correctly and need to be redone. many features are archaic and not updated for our current state; disappointing that Intuit does not do enough for user requests and does their own thing or ignores users tax planner is an entirely similar issue but worse. very proficient but seems like the architecture is 20 years old with no updates. disappointing no attention is giving to tax planner as it "was" a great tool but may get passed by with new applications by other software vendors **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** i'm in the tax preparation business and they provide a solution (that needs improvements) ### 32. Lacerte 2024 **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2025 **What do you like best about Intuit Lacerte Tax?** I have been using Lacerte for most of my career, left them for a couple of years due to the cost. Their software is user friendly. **What do you dislike about Intuit Lacerte Tax?** Cost and the dislike of them partnering with other software company to fulfill their shortfalls. I will be looking at other software options this company year, feel like there has to be something as user friendly, less expense. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Not sure they are problem solving...the want the who market, from self-user to the professional level. They had commercial running in late October advising taxpayers to fire their accountant and use Turbo Tax. The professionals have not forgotten how disloyal this was to us. They would have to get 322 individual self-users to pay for my one office. The $1M donation to the current administration added insult to injury... Intuit needs to decide what team they are on. ### 33. It's functional, but can be frustrating at times **Rating:** 3.0/5.0 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?** I like that Lacerte is easy to use for the most part and that they have importing capabilities. I also like that DocuSign is integrated. **What do you dislike about Intuit Lacerte Tax?** Specifically 2024, Lacerte crashes a lot and has a lot of bugs. Everyone in our office has problems with 2024. -I would like there to be a fillable organizer option. Our clients do not like the e-organizer and want a regular organizer that is fillable. -For DocuSign, I would love to be able to go back and read the email that is sent with the initial DocuSign. -I would like to be able to split married clients into two files easily without having to create a whole new file. Or in reverse, it would be nice to combine to single clients into one file. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Lacerte tax is definitly filling the need for an advanced and efficient software. ### 34. It’s too expensive and the software is old **Rating:** 2.5/5.0 stars **Reviewed by:** Liz E. | Cpa, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2025 **What do you like best about Intuit Lacerte Tax?** It’s enormously expensive. The software was built in the 90’s and looks like it. I’ve used Lacerte since 99 and I’m basically married to it at this point but the costs have gotten so out of hand that I’m thinking about moving to another software. This software shouldn’t be more than $10k and I’m spending over $30k. I can’t wait for a good competitor to come along and shake up the industry. **What do you dislike about Intuit Lacerte Tax?** see above. I could go on…I’m used to it but I’m basically an idiot for paying for this every year **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** I rely on it heavily and trust it to handle complex task ### 35. Great software experience! **Rating:** 4.5/5.0 stars **Reviewed by:** Ric . | Accountant, Enrolled Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2025 **What do you like best about Intuit Lacerte Tax?** Lacerte is a robust tax return preparation software. It has been able to handle every client in a quick and efficient manner. It has handled every client from a simple W-2 return to our most complex and intertwined clients with multiple business and entities. The fact that it auto-calculates as data is entered and changed is a great feature as is the pop-out forms option. **What do you dislike about Intuit Lacerte Tax?** Some form entry sections, like 1099-INT, would benefit from entry boxes having numbers to match the forms. It is pricey, but we consider the ROI worth the price. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** I haven't run into to any that Lacerte hasn't already addressed. ### 36. Comprehensive tax software **Rating:** 4.0/5.0 stars **Reviewed by:** James F. | CPA, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2025 **What do you like best about Intuit Lacerte Tax?** no tax software calculation errors with the exception of local RITA tax though I am not sure I can place the blame on Lacerte as some RITA instructions can be difficult to interpret. **What do you dislike about Intuit Lacerte Tax?** RITA local tax return rejections due to 1099 misc income forms not accepted, not sure if this is a RITA error or Lacerte but I always resolve this error by submitting a paper return. I have commented to Lacerte and RITA but each year this error continues. I should probably stop attempting to file these returns electronically and tell the client the RITA return must be filed on paper. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** DMS fails to update properly in the hosted environment and requires me to uninstall and reinstall to fix the error. Unfortunately, this error occurred frequently during the tax seasons usually 2 or 3 times a week. ### 37. A versatile program hampered by bugs and unintuitive organization **Rating:** 3.5/5.0 stars **Reviewed by:** AH . | CPA, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2025 **What do you like best about Intuit Lacerte Tax?** It covers nearly all of the forms I use regularly. It especially has good coverage of local forms on the city/county level, which is surprising but very helpful. **What do you dislike about Intuit Lacerte Tax?** There are a lot of bugs, especially starting this year, causing crashes or requiring me to quit out to the client list and reload the client. My work is always saved so I don't lose progress, but it's time consuming inconvenience. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Quickly filling out tax forms with just a few inputs. Alerting me of errors that need addressing. Handling the e-filing of almost every form I've needed to e-file. ### 38. Overall a great and thorough tax software **Rating:** 4.5/5.0 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?** Lacerte handles complex tax returns with accuracy and speed. The diagnostic tools are strong, it has a powerful calculation engine for advanced tax scenarios, and is able to handle multi-state filings very well. The dedicated support team is very knowledgeable. It is easy to install and use overall. We use Lacerte daily as our only tax software. **What do you dislike about Intuit Lacerte Tax?** Lacerte is a high cost software with a learning curve, and has add-on fees for features like e-signatures, hosting, and other options. Sometimes, during peak season, there are crashes or slowdowns. There have been some instances where certain forms have not been supported. Additionally, we wished the integration with QuickBooks desktop was more seamless. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Lacerte brings all our tax returns and tax workflow together, so we know exactly where a client's tax return is in the workflow process. ### 39. LACERTE and INTUIT are awesome **Rating:** 5.0/5.0 stars **Reviewed by:** Danielle M. | Tax Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2025 **What do you like best about Intuit Lacerte Tax?** The ease of use. It's reliable. I like that it helps me fix any errors. I like that it connects to QBO,-implementation obviously, they're both Intuit, but I really like the syncing of it! Customer support is really on top of things, too, you always have a fallback. I like that I don't have to buy every year, frequently. I like the proforma integration. **What do you dislike about Intuit Lacerte Tax?** I really cant think of anything at this time **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Lacerte helped me solve my business problem of not having an EFIN and walked me through how to get it. ### 40. Lacerte Tax is a good product **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 ease of moving around Lacerte is what I find to be the best. I don't have trouble finding screens or inputs. **What do you dislike about Intuit Lacerte Tax?** The limit on the capacity of scans to attach to a tax return is a problem. We are scanning forms such as 1099-B because there are too many pages to input manually. But then Lacerte says a file is too big? If it wasn't a big file we wouldn't be scanning it! Customer support is something that can be improved. Some of the people are just reading the same troubleshooting articles that we are and don't actually know how to fix an issue. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** We do about 800 individual tax returns and I am able to get these done thanks to Lacerte Tax's easy to use program. ### 41. Top Notch **Rating:** 5.0/5.0 stars **Reviewed by:** Danny N. | Member, Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2025 **What do you like best about Intuit Lacerte Tax?** Lacerte is intuitive, easy to use, it points you to possible adjustments that may be helpful and others that are necessary. When we need to phone in for assistance the Customer Support is domestic, friendly, easy to understand, and knowledgeable. Installation and Setup each year has been so simple. We have never had an issue. Our confidence and trust shows in that we have been using Lacerte for 30 years. **What do you dislike about Intuit Lacerte Tax?** I cannot thing of anything that we dislike about Lacerte. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Lacerte Tax has kept us productive with tax preparation and ZERO down time. ### 42. Lacerte Tax Review ⭐⭐⭐⭐⭐ **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda D. | Senior Accountant, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2025 **What do you like best about Intuit Lacerte Tax?** Lacerte Tax is an exceptional tool for tax professionals! One of its biggest strengths is how fast and accurate it is—saving both time and frustration during tax season. The software streamlines complex tax returns with ease, offering a user-friendly interface and powerful features that ensure precision. If you're looking for reliable tax software that gets the job done efficiently, Lacerte Tax is a great choice! **What do you dislike about Intuit Lacerte Tax?** Pricing can be quite high, especially for small firms. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** It helps solve challenges like managing large volumes of data, ensuring accuracy, and streamlining the filing process. The software automates calculations, provides built-in error-checking, and integrates with various accounting tools to reduce manual work and potential mistakes. These benefits translate into time savings, improved accuracy, and smoother workflow during tax season. ### 43. Our preferred tax software for over 20 years **Rating:** 4.5/5.0 stars **Reviewed by:** Brent H. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2025 **What do you like best about Intuit Lacerte Tax?** We have been using Lacerte since 2005 and have been very pleased with the service. Our expereience with customer support has been great, they are usually quick to get in touch with an actual person and are able to usually able to solve any issues. **What do you dislike about Intuit Lacerte Tax?** Our only dislike about Lacerte would be the cost. The price continues to increase each year. We only pay for unlimited IL returns so the cost can quickly add up when preparing states outside of IL. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Tax return preparation ### 44. Always a Top Level Experience Using Lacerte Tax **Rating:** 4.5/5.0 stars **Reviewed by:** Richard E. | Enrolled Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2025 **What do you like best about Intuit Lacerte Tax?** I always find the interface intuitive and easy to use, the support is always 10 out of 10. It is easy to add new clients, new modules, new states as needed. **What do you dislike about Intuit Lacerte Tax?** I don't have any particular dislike using Lacerte Tax, I have used it for over 30 years, and generally they improve things continually, and add functions and tools before I ever knew I wanted or needed them, and now I use them on a regular basis. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Simplify workflow and data input and retention. ### 45. Very powerful, but missing some critical functions **Rating:** 2.5/5.0 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 firm I work for appreciates the functionality and powerful features available for many different types of clients. **What do you dislike about Intuit Lacerte Tax?** As a junior user of this software I find it difficult to navigate, 1099-MISC does NOT move to it's appropriate place within the Schedule 1 and is easily overlooked. With so many softwares moving into a better visualized space, single hubs for document management, and lack of automatic integration year to year. The software feels antiquated and disjointed especially within the Rightworks "network." **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Being a new user I find that Lacerte Tax is not solving any of my problems. I bump around within the software as there was not training available from Lacerte. I google for most of my answers. ### 46. Intuit Lacerte Tax - Great Support, Product Lacking **Rating:** 3.5/5.0 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 is fairly user-friendly. No training is required in order to get started in the software, and it is intuitive and self-explanatory. Features link to one another in a way that makes it easy to find answers to your questions if you do have them, and phone customer support is superb. **What do you dislike about Intuit Lacerte Tax?** Lacerte lacks some features that seem like they would be baseline for other tax software systems. Updates happen constantly and can disrupt workflow. The program can crash with very large returns. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Lacerte aids in filing many returns at once and keeping track of their acceptance for our clients. It is also easy to adjust returns and pull copies out of the software to provide to clients. ### 47. A decent tax filing software for professional tax offices. **Rating:** 4.0/5.0 stars **Reviewed by:** Amanda B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2025 **What do you like best about Intuit Lacerte Tax?** The support online is great. I was always able to find an answer when I wasn't sure how to input something specific. We had no downtime with Lacerte and it's servers, and that was a big improvement over different software providers. It was easy for my new employees to learn. **What do you dislike about Intuit Lacerte Tax?** Multi-state input can be complex and time consuming, especially from a corporate return standpoint. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** No downtime with the server. Easy to learn for new employees. ### 48. Lacerte needs improvement **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?** When working properly this is very good software. This software is very easy to navigate and use. **What do you dislike about Intuit Lacerte Tax?** Support needs to be more educated on tax preparation and tax preparer needs. I have spent countless hours on the phone with support only to be left with no solution. Ohio city education is crutial. There are no support personel that are able to help with city issues. Our firm has had to go to the actual city websites and manually print a return to file. There are many items that go unfixed year after year even with reporting the problems. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** Complete multi state and city tax returns without having to use multiple pieces of software ### 49. It is great at doing simple things **Rating:** 3.5/5.0 stars **Reviewed by:** anthony a. | Senior Tax Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2025 **What do you like best about Intuit Lacerte Tax?** It is very simple and user friendly in the sense of simply going in and inputting information. **What do you dislike about Intuit Lacerte Tax?** It does not carryover the K-1s from business to personal and breaks and allocates it down by state and has to be done manually. it is also not good at handling some complex things or does not handle personal property tax with counties and states like other softwares. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** gives us a way to file and prepare the returns ### 50. 20-year Lacerte user **Rating:** 4.5/5.0 stars **Reviewed by:** Nick S. | Chief Financial Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2025 **What do you like best about Intuit Lacerte Tax?** This is the best tax software on the market, and their customer service and help features are excellent as well. **What do you dislike about Intuit Lacerte Tax?** Lacerte is expensive, but the quality and efficiency make it worth it. **What problems is Intuit Lacerte Tax solving and how is that benefiting you?** The software is intuitive and user-friendly. Lacerte has been able to resolve any issue I have ever run into. The Help feature is very good, and when I have had to call Support for help, my issue has always been resolved. ## 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?section=pricing&secure%5Bexpires_at%5D=2026-05-23+10%3A28%3A07+-0500&secure%5Bsession_id%5D=c372f0e3-0acc-49a0-aa9c-908e44514fc5&secure%5Btoken%5D=893cbab1c8ff0e280276ecf85ecf81d566ae742e9f916217ecdfe2f3e3a01fb1&format=llm_user) ## Intuit Lacerte Tax Integrations - [SafeSend](https://www.g2.com/products/safesend/reviews) - [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 ## Top Intuit Lacerte Tax Alternatives - [CCH ProSystem fx Tax](https://www.g2.com/products/cch-prosystem-fx-tax/reviews) - 4.1/5.0 (130 reviews) - [UltraTax CS](https://www.g2.com/products/ultratax-cs/reviews) - 3.4/5.0 (61 reviews) - [Drake Tax](https://www.g2.com/products/drake-tax/reviews) - 4.6/5.0 (27 reviews)