Get three of our best time-saving tools for only:
Lacerte Tax Planner is now sold in the Lacerte Productivity Plus Bundle.Learn More
Lacerte® Tax Planner
Provide year-round, sophisticated tax planning with Lacerte tax preparation software tools.
Lacerte Tax Planner helps you easily create customized tax-minimizing strategies that help you save clients money, plus instills trust and confidence in them. Build stronger relationships with your clients by showing them how to decrease their tax liability.
What you can do with Lacerte Tax Planner
- Increase your value to clients by offering custom tax planning services
- Compare multiple, complex scenarios using actual current and future tax rates
- Easily generate custom graphs, reports and letters to communicate tax plans
Easily project your client's future tax liability under multiple scenarios
Instead of rough estimates, give your clients data based on actual current and future state and federal tax rates built into Tax Planner. Generate four types of tax plans: a year/case analysis, difference analysis, Married Filing Jointly/Married Filing Separately comparison, and adjustment analysis.
Getting Started with Lacerte Tax Planner
Export client data directly from your Lacerte Tax software Individual/1040 files. There's no need to re-enter it in Lacerte Tax Planner, and you'll be able to work with the most up-to-date data.
Lacerte Productivity Plus Bundle
Get three of our best time-saving tools for only $349. Along with Tax Planner, you get:
Lacerte Tax Analyzer — Be a hero to your clients by providing valuable tax strategies tailored to their specific situation. Help them gain peace of mind while keeping more of what they earn.
- Make it easy for clients to understand how new tax laws will impact their business
- Protect clients from problems that may trigger a stressful and time-consuming audit
- Empower clients to explore different tax options — provide side-by-side comparisons showing the positive or negative impact on their bottom line
Lacerte Document Management System — Save time and money by electronically storing any type of client information, including tax returns, letters and even hand-written notes..
- Save money by reducing the need for printing, filing and re-filing
- Improve service — view, edit, fax or email information instantly from your computer
- Protect valuable data from theft, flood, fire and other disasters with built-in backup