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Product & Service Guide

Intuit Lacerte Tax Planner




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.


  • 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

See inside November 2011

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