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Level 1
Apr 23, 2020 1:44 PM UTC
Question

Tax Planner

Can the Lacerte Tax Planner and advisor software be used without first purchasing the tax program?

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3 replies

George4Tacks
Level 15
Apr 23, 2020 2:47 PM UTC

Contact sales to ask that question. In the mean time here is my 2¢ worth - WHY? The key to using the product is importing the tax data from the Lacerte Program. Spend your money on something like TaxTools It has a very robust tax planner and so many more things. 

Answers are easy. Questions are hard!
abctax55
Level 15
Apr 23, 2020 4:18 PM UTC

George, quarantine must be doing you a lot of good - you look SO much younger now.

HumanKind... Be Both
George4Tacks
Level 15
Apr 23, 2020 5:13 PM UTC
One of my grade school photos. Thanks for noticing.
My next will show my quarantine mustache and goatee. It is now beginning to itch, so I hope I can shave soon.
Answers are easy. Questions are hard!