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Form 5227

DSwires
Level 1

I am trying to figure out what the cost of getting Form 5227 through Lacerte?  Does anyone know what the cost of doing the CRTs for about 6 clients that have them?

 

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Karen_pdx
Level 3

If you use REP pricing to access the trust module, for 2025 processing, trusts are priced as a business at $132 for federal and 1 state, before sales tax.

https://accountants.intuit.com/support/en-us/help-article/intuit-pricing/lacerte-rep-remote-entry-pr...