800-765-7777
2011 Overall Rating 4.5
Best Fit
Lacerte Tax Planner can be used as a stand-alone program, but it’s best suited for firms using the Lacerte tax preparation system, providing simple data transfer and a familiar interface.
Strengths
- Familiar tabbed interface & navigation
- Full integration with Lacerte 1040
- Integration with Document Management System
- Customizable reporting with charts
Potential Limitations
- Only PDF & text-file output
Summary & Pricing
Intuit’s Lacerte Tax Planner is a great fit for practices currently using the Lacerte preparation system, providing strong planning capabilities for up to 10 years and supporting simple to moderately complex scenarios. The system is bundled with the Lacerte Tax Analyzer and Document Management Systems for $249 per year.
Product Delivery Methods
_X_ On-Premises
___ SaaS
___ Hosted by Vendor
Basic System Functions 4.75
Core Tax Planning Features 4.5
Reporting 4.5
Import/Export/Integration 4.25
Help/Support 5
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