Lacerte Tax

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Lacerte® FAQs

Lacerte Professional Tax Software

  1. Can you convert my data?
  2. How much is conversion?
  3. How long does conversion take?
  4. Do I have to buy every form or can I use them on a pay-per-return basis?
  5. Can I use pay-per-return (REP) for any type of return?
  6. Is support included?
  7. What type of support is available?
  8. What are your support hours?
  9. When is the new year's tax program made available?
  10. How is the product delivered?
  11. Which states qualify for sales tax exemption with Download Only Delivery?
  12. How are updates delivered?



Lacerte Professional Tax Software

  1. Can you convert my data?

    Lacerte Professional Tax Software can convert the data from most popular tax software products. Learn more about data conversion.

  1. How much is conversion?

    Fees may apply to data conversion services for tax year 2012 after January 25, 2013. Please call (800) 933-9999 for details. Terms, conditions, pricing, features, service and support are subject to change without notice.

  1. How long does conversion take?

    In most cases, you will receive your converted data within 10 business days.

  1. Do I have to buy every form or can I use them on a pay-per-return basis?

    You do not have to purchase every form to have access to them. Lacerte programs are available on an unlimited-use or pay-per-return (REP) basis. Choose whatever option is most economical for you, or a combination of both.

    Unlimited-use only
    Simply select the unlimited-use programs you need and put them to work for you; there are no per-return charges, so you can prepare as many returns as you wish.

    Pay-per-return (REP) only
    This option helps you to build or maintain a tax practice using premier tax software, while at the same time containing costs associated with preparing returns. Combine unlimited-use and pay-per-return. You can choose unlimited versions of the software you'll use most often — and use our pay-per-return (REP) option to prepare an out-of-state or other uncommon return.

  1. Can I use pay-per-return (REP) for any type of return?

    Yes, you can use pay-per-return (REP) for any type of return offered by Lacerte.

  1. Is support included?

    Yes, technical support is included with the purchase of your Lacerte product.

  1. What type of support is available?

    Lacerte offers support in many different ways to put answers at your fingertips.

    • Toll-free phone support
    • Email support
    • Website support
    • In-program help
    • Help Me option with screen-specific topics
    • IRS instructions per form
  1. What are your support hours?

    Toll-free technical support is available from 6:00 a.m. to 5:00 p.m., Pacific Time. Extended support hours are available during tax season, including weekends.

  1. When is the new year's tax program made available?

    We understand how important it is to get you the new tax year program as early as possible. For that reason, the first release of the program is typically scheduled for download in mid-November.

  1. How is the product delivered?

    The standard delivery for new customers is via Download Only Delivery. Existing customers will receive the product based on prior year unless requested otherwise. Customers in qualifying states who choose Download Only Delivery can eliminate sales tax on both unlimited Lacerte 2012 licenses and tax year 2012 pay-per-return (REP) charges. Physical CD shipment is also a delivery option, though customers receiving physical media will not qualify for sales tax exemption.

  1. Which states qualify for sales tax exemption with Download Only Delivery?

    Current list of states that provide sales tax exemption based on state legislation (subject to change): AR, CA, FL, GA, IA, MD, MO, NV, NJ, OK, SC and VA. In addition, CT customers are eligible for a reduced tax rate of 1%.

  1. How are updates delivered?

    Updates are made available for download as soon as they are ready.