Intuit Lacerte Tax Features

Recommends strategies to lower taxes such as tax credits or charitable contributions

Determines exemptions for sales tax or revenue tax for industries such as nonprofit

Determines tax credits and carryforward from prior years to lower the amount of tax owed

Estimates how much tax will be owed at the local, state, or federal level

Calculates tax related data, such as income, COGS, depreciation, and other operating costs

Provides the latest rules and tax rate information for different federal, state, county, and city entities

Provides custom reporting of current and historical information to support tax reporting and filing

Integrates with other systems, such as accounting, ERP, CRM, and ecommerce platforms

Syncs with company accounts to automatically import transaction data

Include various tax forms for individual, partnership and corporation at federal level

Include various tax forms for individual, partnership and corporation at multi-state level

Able to import client data from multiple sources such as accounting software, spreadsheets or previous tax returns

Able to export completed tax returns for clients or internal records

Allow electronic filing of various tax returns

Allow convenient e-signature collection from clients for any document

Allow automated tax calculation as per tax laws and compliance

Allow tax planning to minimize tax liabilities based on historical and forecasted data

Support banking functionality to get payment from refunds

Allow access to client using client portal

Provide tax advisor functionality to assist in tax planning