Lacerte

Lacerte is Intuit’s professional-grade desktop tax preparation software for US accounting firms. It handles individual (1040), corporate (1120/1120S), partnership (1065), fiduciary (1041), estate (706), and nonprofit (990) returns, with support for all 50 states and e-filing.

Firms use Lacerte for its handling of complex return types, particularly multi-state returns and returns with numerous K-1s, rental properties, or investment schedules. The diagnostics engine flags errors, missing data, and potential audit risk areas before filing. It integrates with QuickBooks, Intuit ProConnect Tax Online, and other Intuit products, and supports data import from prior-year returns across multiple platforms.

Lacerte is positioned as Intuit’s premium professional tax product — priced higher than ProSeries but offering more capability for complex engagements. It is best suited for mid-sized US firms that handle a mix of individual and business returns with multi-state and complex entity requirements. Firms with simpler return types or tighter budgets often use ProSeries instead.